The genuinely bullish thesis my 🌈 🐻 self never saw coming

A few days ago I posted an ultra bearish thesis on the basis of a protracted land war or the failure of the US to do anything about Hormuz. Turns out the mango pulled a literal trump card out of his pocket: the blockade. Everyone is making fun of this, but it’s a masterstroke from an administration I constantly criticize. Iran had no incentive to end the war or negotiate because they were winning with the strait. With the blockade, the math changes hard. The massive amount of Iranian trade that relies on the strait evaporated. We can see stress on the IRGC through bitcoin hashrates, showing they actually have to divert energy to defense rather than bitcoin. Iran is actively stressed financially now, and they need to negotiate, likely with a strait that doesn’t include a toll. Now on the other side of this, we have a global economy far more resilient with rotations than I anticipated. Crop rotations, oil output increases, energy restrictions, all of these things are waiting to counter this as soon as this war ends, which looks to be sooner rather than later. Now this buffers the mag 7, but things go parabolic when we introduce the new Fed chair. If inflation cools and we have the rumblings of a private credit crisis, the chance of massive rate cuts emerges fast. Mango want the Fed chair to cut, and the Fed chair just needs an excuse to push for them. The private credit crisis is the perfect cover for that. Do I think the global economy is in a perfect situation? Not at all. Do I think the bull thesis is strong enough to steamroll any bearish sentiment? Definitely. Am I significantly less worried about the situation of the US and confident the US has essentially forced itself back into a safe haven for currency? Yes. But what do I know, I got reamed at my last DD My position; I closed all my qqq puts turned them into Msft 2028 420 call options