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Published 29 Sept 2026, 23:00 UTC · fetched 3 Nov 2026, 13:35 UTC
Joe McCann
@joemccann
The Iran conflict resolution is embedded in the the options market. Oil skew is one-sided. In a normal crisis you'd expect both wings to bid: calls against another supply shock and puts against a sudden resolution. The market is only paying up for a resolution-driven collapse, not another oil spike. $USO $OVXView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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