tae kim(@firstadopter):Fine, I'll play the Bill Ackman role here. The White House needs to realize financial conditions are tightening as markets deteriorate. Soros reflexivity at work. Credit and equity funding may dry up even though the underlying fundamentals and payback periods are solid. We're at the end of the runway on $110+ oil, inflation and rates. We need credible Iran war resolution now to lower energy prices/inflation/rates or risk the most senseless self-inflicted recession in history.

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tae kim@firstadopter

2026.10.31 13:18

Fine, I'll play the Bill Ackman role here. The White House needs to realize financial conditions are tightening as markets deteriorate. Soros reflexivity at work. Credit and equity funding may dry up even though the underlying fundamentals and payback periods are solid. We're at the end of the runway on $110+ oil, inflation and rates. We need credible Iran war resolution now to lower energy prices/inflation/rates or risk the most senseless self-inflicted recession in history.

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