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Iran War

Iran War

A war against my portfolio.

Alex Corrino's avatar
Alex Corrino
Apr 12, 2024
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Iran War
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So today was a bad day for the portfolio with every position down, ostensibly on Iran v. Israel war fears.

What this reveals more than anything is how market participants were positioned. You had a lot of longs of gold and equities get caught covering, same with TLT shorts.

Objectively speaking these “War!” headlines don’t have longterm influences on mark…

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