Published 24 Jul 2026, 15:31 UTC · fetched 3 Nov 2026, 10:56 UTC
Layah Heilpern
@LayahHeilpern
Some truth for the tl since everyone is still delusionally bullish: 1. Oil is above $100 2. Iran is rejecting every ceasefire on the table 3. Bitcoin can't hold 65k Patience is everything right now, this is exactly the environment lower lows get made in.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 64117.7 / 64026.99 − 1 = +0.1%d × r = -0.1% (neutral only if the price is unchanged) → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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