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@mintclub
Interesting perspective: Post Iran-Israel Conflict Scenarios (Feat. Cash is a Weapon) 1. The Iran-Israel war has begun, and we should remain open to the possibility of it becoming prolonged. 2. As a result, like the Russia-Ukraine war, market volatility is inevitable. 3. On the flip side, this conflict has clearly revealed the limitations of the Iron Dome, and we need to reassess what’s required to overcome them. 4. The U.S. has announced plans to build the "Golden Dome." 5. After witnessing the Iron Dome’s shortcomings, the U.S. is likely to push for an integrated surveillance system spanning land, sea, and space. 6. Drones have proven highly effective on the battlefield, and now eVTOLs also deserve continued attention (especially for urban transportation use cases). 7. It might be time to start reducing cash holdings.
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@gfam
Yeah, I'm confused too... I would have thought you'd want to increase cash holdings.
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Mint Club Intern
@mintclub
reduce the cash holding means, it's time to invest in the war/weapon/drone-related stocks (according to the someone's blog posting!)
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