The Market Got It Wrong—Again For a brief moment, everything looked calm. Stocks rallied. Oil dipped. Traders convinced themselves that maybe—just maybe—the conflict was winding down. Then reality hit. Instead of signaling an exit, the U.S. doubled down: “We are going to finish the job.” That single shift flipped the board: Oil surged Bond yields spiked Risk assets reversed hard Global markets turned defensive What you just witnessed wasn’t volatility. It was misplaced confidence colliding with hard reality. This War Isn’t Ending—It’s Entering a More Dangerous Phase Let’s cut through the noise. The message wasn’t subtle: The mission continues Key infrastructure is on the table Timelines are uncertain Exit conditions are flexible And here’s the part most people missed: There’s…
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