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Published 10 Jul 2026, 18:35 UTC · fetched 20 Oct 2026, 05:28 UTC
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
The US-Iran war is escalating and naturally raising concerns of geopolitical and economic fallout. - but while risk appetite falls around war - US economy historically net stronger due to spending, hence, upside to EPS In short, pullbacks are buyable Good talking to @MorganLBrennan on @CNBCMorningCall @FundstratDirect @FundstratCap @bitmnr $BMNR $BMNP Markets weigh geopolitical risks, defense spending and tech opportunities https://t.co/4EfafInEPXView original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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