U.S.-Iran War

A collection of 3 posts

Jul 21, 2026

The Oil Market is a Conventional Wisdom Processor

The Oil Market is a Conventional Wisdom Processor

I had so many thoughts about the run up to- and beginning of- the Trump-Iran war. My biggest thoughts were focused on how the ideas that I developed about the stock market as a “conventional wisdom processor” applied- or would apply- to the behavior of the oil market given Trump’s behavior.