Sep. 16 at 9:34 PM
$ABR The rate increase is a signal to Trump to finish off the war with IRAN so oil will flow! IMHO, a major war effort is likely increasing post Nov 3rd election...IRAN is unyielding and holding firm as it is winning the "impact US, UK, EU and other countries" with inflation and holding firm on its nuclear program. Goldman has indicated that energy is the driver of inflation and each
$10 jump in oil is tacking on 0.2-0.3% US inflation. Goldman believes energy inflation will abate in 2027 but...they can't predict what happens in the war. I added to
$OVL,
$ABR,
$BROS,
$QQQ