#FollowTheMoney 🧵 94/n

One thing I have learned through the #IranWar: markets can be fallable and not “the truth”.

I used to assume, somehow, naively, that markets kind of reflected where things were at.

Now I realise that investors - of course! - are as prone as everyone else to being wrong, to believing the narratives they want to believe, and to manipulation; that markets overall another big charade. At least for now. It will all have to come out in the end, surely?