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r/wallstreetbetsr/wallstreetbets· u/tango650· 1d agoDiscussion 0

US and allies land invade to secure hormus - what's the play

Investor summaryBearish

Author predicts US-Iran escalation over Hormuz, asking whether to invest in oil, arms, agriculture, or bonds as oil hits $200.

Bull points
  • Emerging opportunities in South American oil, arms, fertilizers, and food sectors
  • Government bonds could serve as a safe haven
Bear points
  • Potential US-Iran military escalation over Hormuz Strait
  • Oil prices could spike to $200/barrel causing global economic distress
降息与宏观
Post body

This is obviously gonna happen.

IRAN has balls of steel and is obviously not settling for anything less than everything.

All that crap talk that US can forever blockade and starve them out is just trash talk, the same type of imbecile trash talk that got them convinced this can be a quick decapitation war.

Why?

They recently murdered thousands of protesters and didn't bat an eye.

They'll do the same if people start starving, there's plenty of evidence they can.

US on the other hand has this absolute regard of a cultural and military superiority conviction establishment and it will be a cold day in hell before they accept defeat and concede failure.

There's only one way forward - escalation.

What's the play ?

South American Oil,

arms,

Fertilizers,

food ?

Or is everything going to hellt due to 200 USD per barrel oil which will starve the planet?

Government bonds then ?

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