Markets are not pricing in the impact of wars in Europe and the Middle East; four years into World War II, US markets were not pricing in war until Japan attacked Hawaii and then markets collapsed, and the current geopolitical situation mirrors this precedent.
causalpending
Speaker
Simon MikhailovichEvidence Quote
“markets are assuming excuse me that Wars in Europe and the Middle East are some dis distant phenomen and no impact on markets but if you go back to four years into World War II us markets were not pricing in war”
Created: 8/12/2026, 6:03:29 PM
My Notes
Loading notes...