Garrett Jin

Garrett Jin

Follow

Posts

one month since our substack launch. we are now no. 7 rising in finance. thanks for reading. have a great Easter weekend. stay cautious: we could see a sharp volatility spike if boots hit the ground.

oil +12%, stocks +0.1%, interesting to see people trying to explain why “this time is different”

the national address confirms it. near-term escalation is now irreversible. oil just hit 110. up 10% in a day. this is just the start of the old regime falling apart. positions doing great, enjoy the weekly playbook,

we have been calling out every step of this war from the beginning. by the time market prices in boots on the ground. we are already on the next move. market is always late new article for the next phase will be released soon

@GarrettBullish

one month in. boots on the ground on Easter weekend? hormuz closed. oil 120+. 2.5 trillion in bonds gone. fed running the 1942 playbook. is your playbook ready 🔗 https://open.substack.com/pub/garrettresearch/p/boots-on-the-ground-is-your-playbook?utm_source=app-post-stats-page&r=c3gqe&utm_medium=ios…

Iran just hit a fully laden Kuwait VLCC carrying 2 million barrels of crude. 31 miles from Dubai port. Fire, oil spill. Iran strike radius expanding. even Trump is ready to give up Hormuz. Iran is not ready to give it back. boots on the ground this weekend. nothing changed

oil taking another leg up. equities sitting on the edge of a free fall as expected war is escalating. nothing new. trump bored. US is gearing up for a long war. positions doing great. if you’re still on the wrong side… dude. you’ve had four full weeks to fix it.

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.

@GarrettBullish

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…

Both Iran and Israel escalating, sending more missiles. U.S. topping up its stockpiles and all new forces arriving this Friday. Escalating. Nothing new today.

@GarrettBullish

A 45,000-ton "Lightning Carrier" with 14 stealth fighters is 48 hours from the Persian Gulf. 82nd Airborne on standby. 50,000 troops assembling, the largest US amphibious buildup since Vietnam. A month ago, none of this was imaginable. Stretch the timeline to 50 years, every

TACO: Trump Always Chickens Out. Maximum pressure, instant retreat, geopolitics as taco-folding. Looks full, one squeeze and it collapses. The cost of chickening out this time isn't a headline. It's an empire.

Loading..