I am waiting for US boots on the ground in Iran or a nuclear strike to take even more air out of the market.
Who's waiting to buy with the shitstorm that could be coming
- Thread starter angrymime666
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This Also Is Now At Risk
Saudi East-West pipeline runs at 7 million bpd amid Hormuz disruption: Report
March 28, 2026 | 06:58 PM
SG
Last Updated: March 28, 2026 | 06:58 PM
RIYADH — Saudi Arabia’s East-West pipeline is operating at its full capacity of 7 million barrels per day, Bloomberg News reported on Saturday.
The pipeline, which bypasses the Strait of Hormuz, is being used to maintain oil flows amid ongoing regional disruption.
Crude exports from Yanbu port on the Red Sea have reached 5 million barrels per day, according to the report.
The Kingdom is also exporting between 700,000 and 900,000 barrels per day of refined oil products.
Aramco CEO Amin Nasser said earlier in March that the pipeline was expected to reach full capacity as customers reroute shipments.
The escalation in the Gulf region has disrupted energy markets and global shipping routes, with traffic through the Strait of Hormuz affected.
Saudi East-West pipeline runs at 7 million bpd amid Hormuz disruption: Report
March 28, 2026 | 06:58 PM
SG
Last Updated: March 28, 2026 | 06:58 PM
RIYADH — Saudi Arabia’s East-West pipeline is operating at its full capacity of 7 million barrels per day, Bloomberg News reported on Saturday.
The pipeline, which bypasses the Strait of Hormuz, is being used to maintain oil flows amid ongoing regional disruption.
Crude exports from Yanbu port on the Red Sea have reached 5 million barrels per day, according to the report.
The Kingdom is also exporting between 700,000 and 900,000 barrels per day of refined oil products.
Aramco CEO Amin Nasser said earlier in March that the pipeline was expected to reach full capacity as customers reroute shipments.
The escalation in the Gulf region has disrupted energy markets and global shipping routes, with traffic through the Strait of Hormuz affected.
Bought some xeqt for the tfsa. Still looking to ad to cash account but all the cad stock I invest in is at all time high 
Debating selling off some suncor since it's at plus 150%. Probably won't since I long term hold everything
Debating selling off some suncor since it's at plus 150%. Probably won't since I long term hold everything
I’m wondering about that… I read an article from Barron’s today saying that the market bottom may be closer than we think. Short version: Buy in when the S&P drops below 6000. However, I’m finding that logic hard to digest. Most wars in the Middle East drag on much longer than one would like. You’re going to have elevated oil prices for awhile regardless of when the strait is finally reopened. The possibility of inflation may lead to the Fed raising interest rates, and the job market is not great. We could be in for a global recession and stagflation here at home. Granted, that’s looking at the glass half empty but I’d be pretty pissed off if I deployed a significant amount of dry powder too early.
"Too early" is doubtless the perennial risk. There are no simple solutions, but risk can be mitigated. Choose your stocks very, very carefully. Be patient. Go in with very small amounts and not a fell swoop. Keep your mind open to alternatives. Back in the '80s I remember I had one 5yr GIC for 16.75%. After watching yesterday's "No Kings" spectacle I am further convinced that the Democrats, even with a trifecta in '28, won't be able to solve our problems; because they are structural. In the current situation "glass half empty" is imo a safer bet. If the 10 year Treasuries hit 5% all bets are off.
That's the strategy I used small bites, although in retrospect I would have made some killer gains and divies. Much easier on me psychologically taking bites.
Damn 16.75 on a gic. Numbers like that give me a hard on.
Mind you, U.S. inflation for the first half of 1980 was over 14%.That's the strategy I used small bites, although in retrospect I would have made some killer gains and divies. Much easier on me psychologically taking bites.
Damn 16.75 on a gic. Numbers like that give me a hard on.
It didn't drop below 10% until the end of 1981.
During 1982 it hovered around 6%.
Finally, in 1983 it fell below 4%.
In 1980 the U.S. fixed rate 30 year mortgage peaked at 18.63% in October.
The average 30 year mortgage rate rate for the year was 16.63%.
That would have killed my "stiffy" pretty quick, if I was a new homebuyer in the U.S. then...
I remember that! (The GIC’s). Moreover, I recall that a generic savings account at the bank was paying 10% interest! lol - Back in the good old days…
copied and pasted from the interwebs:
What smart people are saying about the market sell-off
Story by kwhitehouse@insider.com (Kaja Whitehouse,Tristan Anthony,Lloyd Lee)
Major stock indices entered into their fifth consecutive week of losses amid the US conflict with Iran. Bloomberg/Bloomberg via Getty Images© Bloomberg/Bloomberg via Getty Images
Wall Street pros are getting increasingly nervous about Iran©Tolga Akbaba/Anadolu via Getty Images
Stocks tumbled on Friday to their lowest level since August of last year amid growing worries about how US tensions with Iran will impact oil prices.
The Dow and the Nasdaq tumbled into correction territory, defined as a drawdown of more than 10% from a recent peak. The S&P ended the day just shy of a correction after suffering five straight weeks of losses.
Business Insider reporters and editors scanned social media and our inboxes for insights from top financial minds on what's driving the sell-off — and where stocks may be headed next.
The responses largely pointed in the same direction: the White House.
Researchers from Barclays put it this way: "Flip-flopping and headline fatigue is starting to seriously undermine the efficacy of the 'Trump put'," referring to a popular options trade that protects against losses. The term refers to a popular belief that President Donald Trump will step in to support markets during downturns. Increasingly, investors are losing faith in that backstop — particularly when it comes to the end of the conflict.
Here's what smart people are saying about the latest market sell-off:
Mohamed A. El-Erian, economist
Famed economist and former PIMCO CEO Mohamed A. El-Erian wrote on X that markets ended the week on a volatile note, with both stocks and bonds falling. He pointed to the "60/40" portfolio — 60% stocks and 40% bonds — as a sign that even diversified investors are taking a hit.
In a typical market environment, bonds help cushion the losses when stocks decline. But amid this week's sell-off, even balanced portfolios are under pressure.
"A rough end to the trading week for both US stocks and bonds, worsening a month where the classic 'diversified' 60/40 portfolio is experiencing its steepest monthly loss since 2022," El-Erian wrote.
Marko Kolanovic, former JPMorgan chief market strategist
Marko Kolanovic, former JPMorgan chief market strategist, wrote in an X post on Friday that delaying the reopening of the Hormuz Strait — a critical waterway for the world's energy supply — is harming the global economy, and that the Trump administration's tactics to calm oil prices have not worked.
"All the verbal gymnastic from the administration to keep oil prices low was in the end counterproductive. Masking the magnitude of the problem and delaying actions to reopen Hormuz. Buying time — but time that works against the global economy so effectively in favor of Iran," he wrote.
Peter Mallouk, CEO of Creative Planning
Peter Mallouk, CEO and president of Creative Planning, a wealth management firm, framed the sell-off as driven by short-term noise in a Friday post on X, adding that only one thing matters in the long run: earnings.
"What matters in the short run: wars, oil prices, tariffs, interest rates, sentiment, a million other things," he wrote. What matters in the long run: Earnings. Speculators focus on the short run. Investors play the long game."
Torsten Sløk, chief economist of Apollo Global Management
Torsten Sløk also took the contrarian view that the Iran war won't have long-term impacts on the broader economy.
"Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics," he said in a blog post on Friday.
The top Apollo economist added that the "Gulf region will become more stable and even more closely integrated with the global economy."
Peter Tuchman, 'Einstein of Wall Street'
Peter Tuchman, the New York Stock Exchange trader better known as the "Einstein of Wall Street," said on X that March is on pace to be the worst month since 2022 and warns of major inflationary consequences.
"There is no end in sight with this war. Oil is going up, up, up. When you've got oil at the levels where it's at for a sustained period of time, the inflationary impact is huge, and that's where the problem lies," Tuchman said in a video posted on X, adding that interest rates may rise.
Larry Weiss, head of trading at Instinet
Larry Weiss, Instinet's head of trading, said investors are skeptical of reassurances from administration officials about the war's timeline.
Weiss said "the market would have popped" after Secretary of State Marco Rubio said the war would take "weeks, not months" to end.
However, "no one knows the next steps, and there's an inherent distrust regarding the statements made by both the administration and the Iranians," Bloomberg reported.
Mark Zandi, chief economist of Moody's Analytics
Mark Zandi of Moody's Analytics said on Monday that the price of oil needs to near $125 per barrel in the second quarter of the year for the US economy to reach a tipping point.
"Based on simulations of our global macroeconomic model, oil prices would only need to average close to $125 per barrel in the second quarter of this year," Zandi wrote. "With tensions still elevated, that's not a stretch."
A barrel of Brent crude was hovering around $112 as of Friday.
Barclays European Equity Strategy analysts
"Trump's de-escalation talk has kept equities afloat. But constant flip-flopping and headline fatigue is starting to undermine the put efficacy," Barclays European Equity Strategy analysts wrote in a Friday note.
"As the war goes on, the stagflation threat grows, though the energy shock for Europe is not as severe as in 2022," they said, referring to Russia's invasion of Ukraine.
JPMorgan analysts
Analysts at JPMorgan project a slowdown in global growth and a 1-percentage-point increase in inflation, even if tensions in the Middle East ease later in the year.
The "baseline" scenario is that the price of Brent crude remains elevated through the middle of the year, the analysts wrote on Friday. "If followed by a receding of tensions that push oil to $80bbl ($80 a barrel of oil), we estimate 2026 global growth will be lowered by 0.6% and CPI inflation raised by 1%."
A scenario in which the Strait remains closed for another month could push crude oil prices to $150 per barrel, the analysts added.
If you enjoyed this story, be sure to follow Business Insider on MSN.
What smart people are saying about the market sell-off
Story by kwhitehouse@insider.com (Kaja Whitehouse,Tristan Anthony,Lloyd Lee)
Major stock indices entered into their fifth consecutive week of losses amid the US conflict with Iran. Bloomberg/Bloomberg via Getty Images© Bloomberg/Bloomberg via Getty Images
- Major US stock indexes fell for the fifth consecutive week amid the US-Iran conflict.
- The Dow and Nasdaq entered correction territory, seeing declines of over 10% from their peaks.
- Some analysts said the White House's assurances about the war's timeline have not been effective.
Wall Street pros are getting increasingly nervous about Iran©Tolga Akbaba/Anadolu via Getty Images
- Wall Street experts are warning that markets are underpricing risks from the Iran war and oil shock.
- Stocks are holding up, but oil swings and weak haven demand signal complacency.
- The experts say a prolonged conflict could hit growth, lift inflation, and jolt equities.
Stocks tumbled on Friday to their lowest level since August of last year amid growing worries about how US tensions with Iran will impact oil prices.
The Dow and the Nasdaq tumbled into correction territory, defined as a drawdown of more than 10% from a recent peak. The S&P ended the day just shy of a correction after suffering five straight weeks of losses.
Business Insider reporters and editors scanned social media and our inboxes for insights from top financial minds on what's driving the sell-off — and where stocks may be headed next.
The responses largely pointed in the same direction: the White House.
Researchers from Barclays put it this way: "Flip-flopping and headline fatigue is starting to seriously undermine the efficacy of the 'Trump put'," referring to a popular options trade that protects against losses. The term refers to a popular belief that President Donald Trump will step in to support markets during downturns. Increasingly, investors are losing faith in that backstop — particularly when it comes to the end of the conflict.
Here's what smart people are saying about the latest market sell-off:
Mohamed A. El-Erian, economist
Famed economist and former PIMCO CEO Mohamed A. El-Erian wrote on X that markets ended the week on a volatile note, with both stocks and bonds falling. He pointed to the "60/40" portfolio — 60% stocks and 40% bonds — as a sign that even diversified investors are taking a hit.
In a typical market environment, bonds help cushion the losses when stocks decline. But amid this week's sell-off, even balanced portfolios are under pressure.
"A rough end to the trading week for both US stocks and bonds, worsening a month where the classic 'diversified' 60/40 portfolio is experiencing its steepest monthly loss since 2022," El-Erian wrote.
Marko Kolanovic, former JPMorgan chief market strategist
Marko Kolanovic, former JPMorgan chief market strategist, wrote in an X post on Friday that delaying the reopening of the Hormuz Strait — a critical waterway for the world's energy supply — is harming the global economy, and that the Trump administration's tactics to calm oil prices have not worked.
"All the verbal gymnastic from the administration to keep oil prices low was in the end counterproductive. Masking the magnitude of the problem and delaying actions to reopen Hormuz. Buying time — but time that works against the global economy so effectively in favor of Iran," he wrote.
Peter Mallouk, CEO of Creative Planning
Peter Mallouk, CEO and president of Creative Planning, a wealth management firm, framed the sell-off as driven by short-term noise in a Friday post on X, adding that only one thing matters in the long run: earnings.
"What matters in the short run: wars, oil prices, tariffs, interest rates, sentiment, a million other things," he wrote. What matters in the long run: Earnings. Speculators focus on the short run. Investors play the long game."
Torsten Sløk, chief economist of Apollo Global Management
Torsten Sløk also took the contrarian view that the Iran war won't have long-term impacts on the broader economy.
"Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics," he said in a blog post on Friday.
The top Apollo economist added that the "Gulf region will become more stable and even more closely integrated with the global economy."
Peter Tuchman, 'Einstein of Wall Street'
Peter Tuchman, the New York Stock Exchange trader better known as the "Einstein of Wall Street," said on X that March is on pace to be the worst month since 2022 and warns of major inflationary consequences.
"There is no end in sight with this war. Oil is going up, up, up. When you've got oil at the levels where it's at for a sustained period of time, the inflationary impact is huge, and that's where the problem lies," Tuchman said in a video posted on X, adding that interest rates may rise.
Larry Weiss, head of trading at Instinet
Larry Weiss, Instinet's head of trading, said investors are skeptical of reassurances from administration officials about the war's timeline.
Weiss said "the market would have popped" after Secretary of State Marco Rubio said the war would take "weeks, not months" to end.
However, "no one knows the next steps, and there's an inherent distrust regarding the statements made by both the administration and the Iranians," Bloomberg reported.
Mark Zandi, chief economist of Moody's Analytics
Mark Zandi of Moody's Analytics said on Monday that the price of oil needs to near $125 per barrel in the second quarter of the year for the US economy to reach a tipping point.
"Based on simulations of our global macroeconomic model, oil prices would only need to average close to $125 per barrel in the second quarter of this year," Zandi wrote. "With tensions still elevated, that's not a stretch."
A barrel of Brent crude was hovering around $112 as of Friday.
Barclays European Equity Strategy analysts
"Trump's de-escalation talk has kept equities afloat. But constant flip-flopping and headline fatigue is starting to undermine the put efficacy," Barclays European Equity Strategy analysts wrote in a Friday note.
"As the war goes on, the stagflation threat grows, though the energy shock for Europe is not as severe as in 2022," they said, referring to Russia's invasion of Ukraine.
JPMorgan analysts
Analysts at JPMorgan project a slowdown in global growth and a 1-percentage-point increase in inflation, even if tensions in the Middle East ease later in the year.
The "baseline" scenario is that the price of Brent crude remains elevated through the middle of the year, the analysts wrote on Friday. "If followed by a receding of tensions that push oil to $80bbl ($80 a barrel of oil), we estimate 2026 global growth will be lowered by 0.6% and CPI inflation raised by 1%."
A scenario in which the Strait remains closed for another month could push crude oil prices to $150 per barrel, the analysts added.
If you enjoyed this story, be sure to follow Business Insider on MSN.
And do not forget that you need to pay taxes on the earned interest regardless of the inflation rate. At least in USA, mortgage interest is tax-deductibleMind you, U.S. inflation for the first half of 1980 was over 14%.
It didn't drop below 10% until the end of 1981.
During 1982 it hovered around 6%.
Finally, in 1983 it fell below 4%.
In 1980 the U.S. fixed rate 30 year mortgage peaked at 18.63% in October.
The average 30 year mortgage rate rate for the year was 16.63%.
That would have killed my "stiffy" pretty quick, if I was a new homebuyer in the U.S. then...
