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Europoor fullport
Investor summaryBearish
Full ported European assets right before US struck Iran, expecting massive losses when markets reopen.
Bear points
- Geopolitical escalation (US striking Iran) poses severe downside risk to European markets.
- Full porting into a single regional market right before a major macro event shows extreme vulnerability.
降息与宏观
Post body
Like 20 minutes after this the US struck Iran. Markets closed. I will most likely be eating beans on Monday, I don’t know if I will see Tuesday. You either sell a hero, or hold long enough to see yourself become the regard.
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