Economic Impacts of Iran War
#1541
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#1542
Gets Weekends Off
Joined: Apr 2011
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Anyone see the famed economist GarySchilling predict a massive recession by the end of 2026?
he also said this last year
https://www.thinkadvisor.com/amp/202...market-likely/
Hope some of you listened and held cash in 2025. I didn’t listen unfortunately… the gains were quite concerning.
he also said this last year
https://www.thinkadvisor.com/amp/202...market-likely/
Hope some of you listened and held cash in 2025. I didn’t listen unfortunately… the gains were quite concerning.
Shilling maintained his cautious strategy while tweaking language from previous commentaries, recommending that investors "hold extra cash as a bear market in equities unfolds," the newsletter, released Wednesday, says.
Shilling again suggested investors go long the U.S. dollar and Treasury bonds, "the other safe haven, which also should rise in price as the Fed eases credit and the recession unfolds."
He continued to recommend investors "avoid vastly-overpriced stocks," like the Magnificent Seven, artificial intelligence stocks and cryptocurrency securities.
Shilling again suggested investors go long the U.S. dollar and Treasury bonds, "the other safe haven, which also should rise in price as the Fed eases credit and the recession unfolds."
He continued to recommend investors "avoid vastly-overpriced stocks," like the Magnificent Seven, artificial intelligence stocks and cryptocurrency securities.
#1543
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Joined: Jul 2021
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Who is the winner? If I am all cash staring this week where do I invest and ride this wave of 80 million barrels per day quadrupling in value.
The people who are sitting on 20 million barrels a day that they can’t ship out, where and what companies are they emergency spending their money on to get product out.
Who cares about a recession if this thing is already called, and you can just show us the money.
When the market prices the largest energy crisis human history in who will the winners be? Don’t bore us with the losers.
#1544
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Joined: Feb 2017
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Im just so impressed that I fly with macroeconomic savants while the market is entirely missing it. Damn, pilots are gifted.
#1545
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Joined: Oct 2023
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So 80% of the world’s oil is either tripling or quadrupling in value for the long term. The oil sheiks who can’t get their oil out will be going BK sitting on product they can’t sell.
Who is the winner? If I am all cash staring this week where do I invest and ride this wave of 80 million barrels per day quadrupling in value.
The people who are sitting on 20 million barrels a day that they can’t ship out, where and what companies are they emergency spending their money on to get product out.
Who cares about a recession if this thing is already called, and you can just show us the money.
When the market prices the largest energy crisis human history in who will the winners be? Don’t bore us with the losers.
Who is the winner? If I am all cash staring this week where do I invest and ride this wave of 80 million barrels per day quadrupling in value.
The people who are sitting on 20 million barrels a day that they can’t ship out, where and what companies are they emergency spending their money on to get product out.
Who cares about a recession if this thing is already called, and you can just show us the money.
When the market prices the largest energy crisis human history in who will the winners be? Don’t bore us with the losers.
#1546
Gets Weekends Off
Joined: Mar 2011
Posts: 3,473
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From: 737 FO
#1547
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Joined: Mar 2026
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#1548
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Joined: Jul 2021
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Wish you the best in making a quick buck. There are a few here, myself included, who are more concerned with the “unknown unknowns” and unintended second and third order effects that come with breaking global supply chains. We’re likely going to see a whole lot of things happening that nobody predicted over the next months and years. If your only interest is breaking things down into transactional opportunities, go for it. Just don’t expect us all to think the way you do.
Call the next bull run.
You wanna call a go-around from the top of decent go for it, but the better call is for delay vectors to stick the landing
I get it’s politically prideful to call and adversary’s failure, but once we switch to where the winners and losers are in the market why are we only focused on the losers to prove our vision is so good.
Gas prices are up $1.50 gallon in the US, no ones cost have gone up, the earrings will show up somewhere.
They are not mailing stimulus checks to oil sheiks using their new found profits to balance the winners and losers.
Last edited by OpieTaylor; 05-05-2026 at 12:34 PM.
#1549
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Joined: Aug 2022
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#1550
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Joined: Aug 2022
Posts: 865
Likes: 156
Wish you the best in making a quick buck. There are a few here, myself included, who are more concerned with the “unknown unknowns” and unintended second and third order effects that come with breaking global supply chains. We’re likely going to see a whole lot of things happening that nobody predicted over the next months and years. If your only interest is breaking things down into transactional opportunities, go for it. Just don’t expect us all to think the way you do.
where were ya then? Meanwhile, 80% of the worlds oil is still moving, the ME oil is on standby, but somehow y'all think it’ll take years to get that oil to it’s offloading position.
You would have some actual credibility if you hadn’t dismissed the 3 yrs of insane prices under Biden, would have called him out for depleting the Strategic Oil Reserves right before the election, or acknowledged the years of high gas prices under the Opressed Obama family. Hell I’m already saving $12k a year on a refi for one of my properties this year. Gas has cost me maybe $200 extra the last 2 months. The math says I’m ahead.
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