Miner Company
Get Ready For A Long War And A Much Lower S&P 500
I anticipate a prolonged Middle East conflict, likely lasting several months, with oil supply disruptions and the potential for prices to exceed $200. Markets are underestimating the duration and severity of the crisis, as seen in oil futures backwardation and resilient US equities.
I anticipate a prolonged Middle East conflict, likely lasting several months, with oil supply disruptions and the potential for prices to exceed $200. Markets are underestimating the duration and severity of the crisis, as seen in oil futures backwardation and resilient US equities.