Portsuppe
shipping-routes · severity 2/5

went 30% cash on tuesday when iran escalated,now i am questioning every decision I made.

·4hSocial

I made what felt like a sensible call tuesday evening, moved 30% of my portfolio to cash when I saw US iran strikes breaking and felt validated on wed when the fow dropped 576 points and oil spiked 5%. Well today futures are mixed,the selloff seems to be stabilizing and energy and defense rotation is continuing but the broader panic appears to be cooling and alsoo pepsico is reporting Q2 earnings before the open this morning ( a stock I trimmed tues thats down 16% from highs) The exit was clean

TickersUSChannelsoil_gas, currencies, defense, shipping, stocksCountriesusa, europe, iranCategoriessocial-signal
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Published
7/9/2026, 12:22:51 PM
Fetched
7/9/2026, 3:08:27 PM
Confidence
30 / 100
Relevance
30 / 100
Trust
Language
en