Let’s do a thought experiment.
It is the evening of February 27, 2026. The trading day is over, and you’re thumbing through the local paper while dinner is heating up.
A bright flash appears in the kitchen and, terribly startled, you whip your head around to see a magical fairy holding a sheet of paper with words of gold written upon it. (The fairy is actually just George Santos wearing a cheap set of costume wings on his back, but be fair, a man’s gotta work).
The magical fairy dramatically hoists the paper aloft, clears his throat, and reads the following:
"Greetings, friend. I come to you from August 12, 2026, almost half a year into your future. You have proved yourself a good and worthy person, and I hereby bequeath unto you salient information which no other traders possess. Hear me well: this Saturday, February 28th, a war will begin. That war will cost thousands of lives and many tens of billions of American dollars. It will take place in Iran, which will send energy prices much higher, and will also push bond prices lower, meaning an economy suffering with both higher interest rates and higher fuel prices. Importantly, America will be a vastly worse position in August than it is now, being both humiliated on the world stage and having lost tremendous leverage over an enemy. Do with this information what you may, good friend, for I bid you farewell."(more…)


