This post is opinion only. See full disclaimer below The market's knee-jerk scramble to price in the latest diplomatic headlines—clinging to the illusion of imminent, clean arrangements over the Strait of Hormuz—is a masterclass in superficial analysis. Financial desks trading these temporary relief rallies are treating a grinding, multi-theater war of attrition like a corporate … Continue reading The Great Deal Illusion: Why Financial Desks May Be Walking Into a Trap