r/Stocks Daily Discussion Wednesday - Mar 11, 2026

[+14] u/InvestigatorPlus3229: Little did Iran know the enemy couldn't handle 90 dollar crude. [+12] u/joe4942: Very interesting interview with Jeff Currie, former head of commodities at GS: > “There is no policy response that can stop this ascent in crude — none,” Jeff Currie, chief strategy officer of Energy Pathways at Carlyle Group, told Bloomberg on Wednesday. > Global supply chains have been disrupted all over the world as a result of the Iran conflict, Currie said in the Bloomberg interview. Ships are in the wrong places, insurance policies on those ships have been canceled, and production has been shut down in places like Saudi Arabia, Iraq and the UAE, he noted. > “The damage is going to take months to unwind,” Currie said. > He added that “flow rate” is what matters following the the IEA’s decision to release oil from its reserves. Currie estimated that the maximum amount of oil that can flow out of the reserves is 2 million barrels per day, so the 400 million barrels released by the IEA could take 200 days to flow out. https://www.marketwatch.com/story/no-policy-response-can-stop-the-rise-in-crude-prices-says-jeff-currie-591118aa [+11] u/_hiddenscout: Still cracks me that part of owning stocks is getting to vote. Got some votes for something I own today. Like yes, my 0.000000000001% of the company will make a big impact. Side note, not worse than waiting for a stock you want to buy to finally hit your limit order, i really suck at patience. [+10] u/Swimming_Reply6673: It's easy to see how this ends.  Impending energy crisis will spook Trump due to the risk to his precious stock market.  He will declare Iran no longer a threat, there are no more targets, nothing left to hit, etc and will order the attacks to cease.  My guess is this happens soon, probably next week.  Iran will subsequently cease their attacks as well because they also achieved their goal: regime survival.  Traffic will resume through the strait and oil will drop, markets continue crabbing endlessly. [+10] u/MutaliskGluon: Love how market pumped 1.5% on Monday from literal fake news and things have not only stayed the same but actually escalated since then and the market didnt give any of it back. Hilarious. Bulls keep getting rewarded for buying tiny dips on a completely overvalued market propped by vendor financing, circular revenues, and fraud. ThE mArKeT iS FoRWarD LoOkiNG [+10] u/_hiddenscout: US CPI (M/M) Feb: 0.3% (est 0.3%; prev 0.2%) - CPI (Y/Y): 2.4% (est 2.4%; prev 2.4%) - Core CPI (M/M): 0.2% (est 0.2%; prev 0.3%) - Core CPI (Y/Y): 2.5% (est 2.5%; prev 2.5%) US Real Avg Hourly Earnings (Y/Y) Feb: 1.4% (prev 1.2%) - Real Avg Weekly Earnings (Y/Y): 1.7% (prev 1.9%) [+10] u/Alternative_Tear_425: How was any of that speech good news??? wtf are the algos reading and gobbling up? This clown market, and we are the circus act [+9] u/DefinitionOk3737: Market pump yesterday was based on a lie, how long does the market hold up now? [+8] u/sNeKbIt99: BRK.b.... you are not doing your job. [+8] u/creemeeseason: Photos circulating online from the largest oil storage facility in Oman. These include shots taken from a shops captain that look like a scene from Mordor. It was the result of a drone attack. That storage facility isn't even on the straits of Hormuz, it's an Indian Ocean facility. I continue to argue that we haven't heard even a fraction of what's actually going on in the region. [+8] u/Swimming_Reply6673: Lol, every piece of inflation data came in "exactly as expected" what a shocker.  Trump can't have any surprises with his stupid war going on so made sure to cook up some milquetoast cpi data so it wouldn't spook markets. [+7] u/NotGucci: >Trump tells Axios there's "practically nothing left" to target in Iran Long signal. [+6] u/Direct_Remove509: Waiting for President Trump to post “Now is a great time to buy” [+6] u/joe4942: SPR release is kind of bullish for oil long-term because it demonstrates a significant supply shortage exists. They wouldn't release SPR unless things were really bad. The other thing is that 400M barrels sounds like a lot, but it's only 2-3 weeks supply, and they can't just instantly release it all because it takes time. At some point the countries releasing SPR will have to refill, which creates new demand later on, and summer driving season is coming up. [+6] u/Alternative_Tear_425: Oil will somehow be down today and stocks pump lol [+6] u/VoidMageZero: The flat continues lol [+6] u/calm_discussion_3500: I've had the unpleasant experience of looking for work during the dotcom bust. Then GFC. Then world shut down with Covid. Inflation and Ukraine war panic leading to Fed's fastest hike campaign in history. Definitely some have gone through more but I've had my fair share of crappy macro experiences. I can tell you though I try intentionally to fight my natural pessimistic nature and it has served me well. I've made a lot more money by being disciplined and trying to stay the course. Keep investing. Not panic selling at the first sign of trouble and hiding out in Treasuries every time VIX goes above 20. I learned this from boomers who leaned aggressively into crises as opportunities rather than running for the hills. They did way better than their parents as a result and outperformed. I don't know if it is social media but the younger generation is so, so negative and I think it will hurt their investments. I might be wrong and oil actually goes above $100 sustainably, things get a lot worse. But food for thought. [+6] u/jrex035: Uh oh looks like the "don't worry the war is almost over and is no big deal" narrative is starting to be contradicted by the reality of the situation. Turns out that the world rushing to release 400m barrels of oil from SPRs is, in fact, not bullish and suggests that the official White House narrative isn't true. Go figure. [+6] u/UnObtainium17: MU might have to announce a weight loss Dram to impress stocks people for next week earnings day. [+6] u/isitdonethen: “Three cargo ships struck off Iran’s coast, UK says, including one in Strait of Hormuz” Weird, I thought the war was very complete, pretty much. Regardless, green by close. [+6] u/thegame42069: Will YOU be fully invested when the bs truthsocial 'the war is over' post goes up? [+6] u/MutaliskGluon: Capitulated on my TLT calls, keeping the common shares. Time for TLT to rip and me to get even more angry :) [+5] u/InvestigatorPlus3229: Mr I hate Tesla in for some pain today [+5] u/DoggedStooge: Trump just gonna keep saying the war will end in two weeks, and we're all gonna pretend like we don't know what 'two weeks' means in his lexicon. [+5] u/Steak_Itchy: Tesla still being green is absurd lmao [+5] u/joe4942: https://www.reuters.com/business/energy/shell-totalenergies-others-declare-fm-their-clients-who-take-lng-qatar-sources-2026-03-11/ > Qatari Energy Minister Saad al-Kaabi told the Financial Times last week that it ​would take "weeks to months" to return to normal deliveries, ​even ⁠if the war ended today. QatarEnergy declared force majeure on LNG shipments on Wednesday. [+5] u/joe4942: Doesn't sound like the war is ending soon: https://www.reuters.com/business/energy/iran-says-oil-will-reach-200-barrel-warns-continuous-strikes-2026-03-11/ [+5] u/InvisibleEar: CEO of Maersk says the Strait closure increases the cost of transporting one shipping container by $200. Why is everything a supply shock this administration [+5] u/Able_Show_8560: do my eyes deceive me or is RDDT somehow closing green for once [+5] u/Charming_Squirrel_13: sold some of my stocks from this scammy market this morning. went to gold. I have zero faith this market will hold in light of all these headwinds. I don't believe this war is anywhere close to over. [+5] u/Alternative_Tear_425: Don’t be surprised if we end even or green. Trump speaking at 2:30 and then 4:30. This time he will say the war is done forreal, seriously, no take backs [+5] u/Reggio_Calabria: Starting a war that makes Japan and South Korea run low on oil, depletes NATO missile stockpiles and pins down US assets in Iran. Trump gave China the perfect window of opportunity to invade Taiwan. Not sure the market priced in the full ramifications of this. There used to be a good reason for the Pentagon allowing alcohol only if cleaning door knobs and guardrails during covid. [+5] u/InvestigatorPlus3229: Oil strikes on both sides so far seem limited to storage depots. When and if they start hitting the refining and extraction infrastructure, thats when poop hits the fan.