three weeks ahead.
hormuz functional close duration was massively underestimated. we warned it.
us ground troops—no exit. called it.
tracked pacific fleet marine shifts from the 14th. confirmed on the 18th. air force moves + saudi opening just sealed it.
market's now debating ground troops. we're already past that.
ai age alpha = cut the noise, catch the signal.
Garrett
@GarrettBullish
03-10
What’s really going on in Hormuz and what the market is mispricing,
https://open.substack.com/pub/garrettresearch/p/hormuz-is-the-real-battlefield-why?utm_campaign=post-expanded-share&utm_medium=web…
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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