Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter
u/Alicyclobacillus ·
Reddit — r/stocks
· June 10, 2026 at 19:30
· ⬆ 89 pts
· 💬 79 comments
| View on Reddit ↗
AI Summary
Summary
The author criticizes media narratives blaming the market drop solely on war/oil/inflation, suggesting institutional options manipulation is the real driver.
Thesis: Despite short-term volatility, the best course is buy-and-hold; the author personally holds a defensive portfolio (AXP, MCO, CB, KR, BRK.B) and is still in the red.
Quality assessment: This is opinion/commentary, not well-researched DD. It lacks data or fundamental analysis — essentially noise with a contrarian tilt.
Score89
Comments79
Upvote %81%
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Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter.
Watching CNBC, but the miraculous revelation can be found on Yahoo Finance and Bloomberg, etc.
Market is dropping, therefore we're all supposed to pretend it's dropping because of the war, the oil supply shock, and the inflation it caused.
As if this pump and dump had nothing to do with institutions and large options play. Looks like they switched to puts now lol.
Just a reminder the best course is usually buy and hold. I'm personally more defensive than most of you (largest holdings AXP, MCO, CB, KR, BRK.B) and I'm in the red today. Good luck out there!