May. 15 at 12:10 PM
$GOOGL $AMZN $NVDA $SPY
Speed of mediation matters for information leakage :
1. Oman : A round of fast, shuttle diplomacy that takes 4 hours of total travel time and produces a deal that afternoon generates one or zero market-moving headlines,. The information has a short half-life.
2. Pakistan : A round of mediation takes 48 to 72 hours and produces multiple headlines : The proposal heading to Tehran, Iran "considering" the proposal, Iran's "counter-proposal," the counter-proposal heading to Washington, Washington's reaction, and so on.
So, when Pakistan receives an Iranian proposal in Islamabad and needs to fly it to Washington, the proposal exists for 12-24 hours in Pakistani hands before it reaches US hands.
This slowness is by design - to monetize the 12-24 hour delay to leak and pump the markets, which isn't possible with Oman's ethical behavior and 4 hour window.
