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[+10] u/FarrisAT: Who could’ve possibly seen this coming?
[+19] u/jrex035: Since this news got overshadowed last night, you should know that Kamal Kharazi, a former Foreign Minister of Iran who has been overseeing talks with Pakistan trying to arrange a meeting between JD Vance and Iranian officials was seriously wounded in a strike on his home yesterday that killed his wife.
https://www.indiatoday.in/world/story/iran-ex-foreign-minister-kamal-kharazi-severely-wounded-in-airstrike-middle-east-war-2890769-2026-04-02
Next time the market pumps on fake ass "the war is almost over" headlines keep in mind that Israel is actively sabotaging peace efforts.
[+16] u/ToDaMoonShibe: wake up and do something america , your leaders are out of control
[+15] u/AJ_Grey: Operation Epic Blunder has entered it's 4th week.
[+15] u/Itchy_Document_5843: Oil up 13% after Trump's speech
Winning lol
[+13] u/atdharris: I am so sick of this president and the band of idiots around him
[+11] u/MutaliskGluon: I work in retail, lots of suppliers from around the world obviously.
Just just chatting to one of the category leads who sources things from mostly asia and he was telling me how all his vendors are mentioning delays, massive cost increases, and factory shutdowns.
Hes stressed as fuck because he has to have all these important meetings at random ass hours to be able to connect with suppliers and tons of firm contracts are being forced majeur'd and its just fucking chaos.
Anyway just sharing some first hard information you can believe or not believe based on your portfolio's positioning
[+11] u/Source0fAllThings: America, you’re in an extremely one-sided and expensive relationship with Israel.
[+10] u/Swimming_Reply6673: Where are all the bulls circle jerking in here yesterday insisting the bottom was in? Homersimpsonhidinginbushes.jpg
[+10] u/jrex035: Still laughing at all the "oil traders are forward looking" and "we don't need to reopen the Strait" posts from the past few days.
Like I kept saying, the market was pricing in Trump announcing an imminent end to the war and immediate, full reopening of the Strait. Both were clearly delusional.
[+8] u/parsley_lover: It is a bulltrap inside a beartrap inside a bulltrap.
[+8] u/Toronto2Calgary: Anyone trying to guess what happens next is just delusional.
[+8] u/MutaliskGluon: Rally 6% off of fake news nothing.
Drop 2% when its revealed its all fake news.
Back to rallying already.
Clown Market. Bulls are gonna get eviscerated once the market actually starts doing this "forward looking" thing it is supposed to do
[+8] u/heartvalse: "Iran: Drafting protocol with Oman for Hormuz Strait traffic."
Market rallies.
Meanwhile, the protocol Iran is drafting says no cargo associated with American companies or imports/exports will be allowed to pass. And Trump is still planning an invasion of Iran which will render any protocol obsolete very quickly.
[+7] u/Serraph105: Today is where we realize the last couple of days has been an elaborate April Fools Day prank on bulls.
[+7] u/FoodCooker62: Crude oil at $111? No problem! Meme market pump activated.
[+6] u/MitchCurry: >**Public reveals the first agentic brokerage, letting anyone design agents that invest for them:** Public’s AI agents help investors autonomously monitor the market, execute trades, or manage their money. The process is simple: Define a task, answer the AI’s follow-up questions, then monitor and modify your agents over time. The agents run on financial-grade infrastructure and Public keeps a full record of their transaction history.
People really gonna reject cookies but give AI access to their finances.
[+6] u/Planet12838adamsmith: What just happened???
[+6] u/CommandOk50: Markets never crash when everybody says the market’s gonna crash.
[+6] u/dvdmovie1: Genuine question: for everyone who continues to expect Taco, what does that off-ramp look like in your view? (I'm not seeing it, even moreso after last night.)
[+5] u/goldtank123: Man yesterday was such a bull trap
[+5] u/95Daphne: Alright, I wasn't born yesterday, it looks like this weekend is limited ground excursion time.
And considering the circumstances (the 200 day hit and hedging situation), this is as close to a to a 2025 replay as you can probably get.
[+5] u/kananishino: People hating on Mango so much that they want the market to go down to confirm their beliefs
[+5] u/Ianpull: So bullish. Get in now
[+16] u/Naewind: Trump literally just posted a truth social of him blowing up a bridge and markets spike because it had the word DEAL in it
[+11] u/bags-of-steel: Which of the following wants the US market to crash the most?
A. Iran
B. Bears
[+10] u/Foreigntragedy: microstrategy is such a trash stock jesus
[+9] u/sNeKbIt99: Think we sell off hard into close.
[+8] u/MrTemecula: This sure feels like one last pump to squeeze every penny out of retail and then fasten seatbelts.
[+8] u/DivineBladeOfSilver: I have never been more convinced than this past week or two that investors are broadly idiotic. I mean we always kinda knew the general public is, but this cements it more so. People are literally buying and selling in mass daily based on what a known conman and liar says after they have been fooled numerous times. Oil still up over 11% (currently at least) and they see a weak headline and buy back in almost to being flat after panicking earlier in the day 😂 these people are DESPERATE for things to end they will believe anything
[+7] u/NotGucci: Love knowing the bears got smoked this week.
War is ending soon.
[+6] u/calm_discussion_3500: I'll likely get downvoted hard in this mega bearish echo chamber. But jobless claims is unbelievably good and no one is talking about it:
https://i.imgur.com/tjiqKln.png
Yes, slow hires is real. Slow real growth likely ahead. But those acting like some collapse already started are fear mongering and selling fiction more than reality.
In a few weeks we'll see peak disruption contained, which will allow Fed to see this as transitory and keep printing. Life will go on and nominal growth roar ahead.
[+6] u/tachyonvelocity: SPX+0.1%, RUT2000+0.7%, my crystal ball still working, my comments from yesterday keeps being downvoted by bears.
**"A night rant from Trump that restates 2 week deadline has nothing, so markets sees no escalation and will be green again.** Then markets fall back slightly because there is still a hole in oil market for 2 weeks, to yesterday's highs. Then when the US leaves, markets go close to ATH but not yet because oil markets will take some time to recover. Markets will hit ATH when Trump goes to China and gets a "trade deal." 2026 ends at SPX 7300+ as Dem midterm gains lead to less Trump chaos."
In other news:
At least three Oman-bound tankers are making their EXIT today via the Strait of Hormuz. They are the DHALKUT (9888601), laden with 2 million barrels of Saudi crude; HABRUT (9500730), laden with 2 million barrels of Emirati crude; and SOHAR LNG (9210816), laden with Emirati LNG.
Why this is relevant is 1) Non-Iranian oil is making it out of Hormuz, Oman/Iran dialogue has been successful. 2) The path of the tankers was NOT through Iran's toll, but very close to Oman's peninsula. If you understood geography, this area is actually important because a "green zone" could be setup to counter Iranian drones. For example, the **US soldiers could actually land in Oman instead of Iran**, and protect ships going next to the tip with anti-drone strategies and littoral escorts.
[+6] u/UnObtainium17: What are the stocks you've bought recently?
I got EMBJ, MELI, NFLX and MU.
[+6] u/_hiddenscout: Interesting report:
>According to the report, "The US gas turbine market: navigating manufacturing scarcity and demand growth", global orders sat at 110 gigawatts (GW) at the end of 2025, but global manufacturing capacity is only capable of 60-70 GW.
>This has pushed prices to new highs, with the market anticipated to reach US$600/kW by end-2027—a 195% increase since 2019.
>"Gas turbines make up an estimated 20 – 30% of project costs for combined cycle projects, and even higher for simple cycle ones, making them by far the largest driver of gas plant costs," said Aurora Tenorio, senior analyst, Supply Chain at Wood Mackenzie. "This supply constraint, compounded by six-year lead times and order books sold through 2027, has fundamentally shifted the market from fuel-economics-driven decisions to procurement-strategy-driven project viability."
>Turbine orders are expected to peak in 2026 as developers attempt to secure equipment for 63 GW of gas capacity additions from 2026 to 2030.
[https://www.woodmac.com/press-releases/gas-turbine-prices-soar-195-as-market-faces-supply-demand-crisis/](https://www.woodmac.com/press-releases/gas-turbine-prices-soar-195-as-market-faces-supply-demand-crisis/)
[+6] u/SvV_Ying: As always the world adapts, we move on, the sun comes up again.
See you at the next crisis.
[+5] u/Outrageous_Tip_2133: Did SPY just bottom at 630 this Monday? that increasingly looks to be the case.
[+5] u/LtUnsolicitedAdvice: Tesla wild valuations seem to be slowly winding down. It seems at best its going to be a nationwide robotaxi service, which may continue to sell cars but its a low margin business and growth is already flattening out.
Which makes sense as to why the SpaceX IPO is being rushed through. By bundling Twitter, xAI and SpaceX into one neat package Musk is trying to turbocharge his next Ponzi scheme before Tesla completely flattens out.
[+5] u/Ashamed_Ad_8365: The only interesting thing here is that the spread between WTI and Brent is gone. Other than that the usual orange crash.
[+5] u/ExpletiveWork: I have said this [before](https://www.reddit.com/r/stocks/comments/1s42q3o/comment/ocnqm87/?context=3), and I will say it again: Iran cannot indefinitely close the strait due to dependence on the strait from neutral and allied countries. It makes no sense for Iran to permanently antagonize neutral and allied countries. They have to target countries that are only hostile to their regime. Which is why it makes the most sense for them to setup a toll and try to target economic damage to hostile countries. Global oil price will eventually stabilize.
Also, [CNBC](https://www.cnbc.com/2026/04/02/iran-war-oman-hormuz-strait.html) reporting on Iran-Oman Hormuz protocol
[+5] u/dansdansy: Private Credit still spiraling (OWL). "Investors requested to withdraw 40.7% of total assets from OTIC, which held a value of $3 billion at the quarter's start. The larger OCIC received withdrawal requests of 21.9% of outstanding shares on a total valuation of $36 billion. The firm limited those requests to its 5% quarterly threshold for each fund, according to filings." [https://finance.yahoo.com/news/blue-owl-shares-fall-as-private-debt-manager-caps-major-withdrawal-requests-150008023.html](https://finance.yahoo.com/news/blue-owl-shares-fall-as-private-debt-manager-caps-major-withdrawal-requests-150008023.html)
The space "is likely entering a sector-concentrated default cycle, centered on software," Morgan Stanley analysts said in a Thursday note. "However systemic risks remain low." /doubt
[+5] u/Dazzling-Compote-394: Oil moons 10%.
Market reaction: "pamp it."
wut
[+5] u/Zealousideal-Bus4712: people expecting a crash in raw numbers will be sorely disappointed. Inflation will just drive the markets higher regardless of how bad it gets geopolitically. living standards, however, have been crashing for the past 2 decades and we can expect that to accelerate moving forward. we're all frogs in a boiling pot looking at the temperature dial - burner temperature stays constant but heat keeps getting added to the market.
[+5] u/Eliav_1991: interesting week for M&A if anyones paying attention beyond the Iran headlines. in the last two days we got MKC/Unilever finalizing a $44.8B merger, Biogen launching a $5.6B tender for Apellis at $41/share, Saltchuk closing on Great Lakes Dredge for $1.5B, and a bunch of smaller deals completing (ONTF, FFWM, UBFO). over $50B in M&A closing in 48 hours. companies dont pay premium to acquire other companies when they think the world is ending.