Good morning STB!
Russia can't help Iran, nor vice versa. Russia getting put back in its corner, and Iran knocked back to the Stone Age. FF is massive concern. Nimitz sunk after June 20 opex is top of the early list. Think USS Liberty.
Good v evil
On to the lie -
Minis up a bit. FOMC today. I’m in the no cut camp. If we’re not in a recession, I believe we’ll be in one before this time next year. Waiting on catalyst to take out markets legs.
Have a good day.
GL and GB!
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