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Margin Of Safety's avatar

Geopolitical risks are not priced in. And the markets are foolish to believe that Trump can just turn on the spigots. It doesn’t work that way in oil, mining or agriculture.

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Tim Dallinger's avatar

I agree completely.

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Joshua Hughes's avatar

"Over the weekend, Iran directly struck Iranian military assets..." I believe you meant Israel where you have Iran.

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Tim Dallinger's avatar

Ah, shoot. Thank you for catching that.

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