
I don’t think this ends as a decisive total war.
More likely, it burns hot for a while, then gets forced into a negotiated freeze within weeks to a few months. this simply because the economic and regional costs become too high for everyone to sustain.
What most people are missing is this:
I feel like the real macro pressure hasn’t fully hit yet.
We’re still early in the chain reaction:
Oil ↑ → Energy costs ↑ → Inflation ↑ → Fed cannot cut rates → Valuations compress → Stocks sell off
That transmission takes time.
Right now, the markets are reacting to the headlines.
But the second-order effects (inflation + policy constraint) are what will actually drive the next leg.
Not to rush yourself, patience is the real edge in investing.
And remember don’t trade the market you want, trade the that exists.
Stay safe and happy investing guys!
What do you think for 2026 outlook?
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