Marko (BCA chief strategist) proposes a mathematical equation to estimate the duration of the US-Iran conflict: (Iran’s pain tolerance) - (US punitive air campaign intensity). 引用[1]
📌 X Insight Update[x_fin] (2026/03/14 09:13)
SPY sees a potential target of 675 by Tuesday, with an “extra flush” on VixEx and OpEx possibly testing 6600 before finding a floor for the next leg. 1
📌 X Insight Update[x_fin] (2026/03/14 04:56)
“Boots on the ground” is inevitable, risking further destabilization 9.
Marines are deploying to Iran, signaling an escalation of conflict 10.
📌 X Insight Update[x_fin] (2026/03/13 09:31)
The S&P 500, despite trading just 4.5% off all-time highs, registers as more oversold than during the 21.5% correction at Liberation Day lows. 1
Overreactions persist: a 1% intraday dip ignites talk of circuit breakers.
📌 X Insight Update[x_fin] (2026/03/13 07:41)
VIX signals Friday fear: heading into the weekend with the highest VIX value since April 2025. Market needs a catalyst. Who’s holding? 1
SPY closed spooky at $666.06, just in time for Friday the 13th. [2](https://x.
📌 X Insight Update[x_fin] (2026/03/12 21:37)
Individual investor bearish sentiment has spiked for four consecutive weeks, indicating a significant shift in market psychology. 1
📌 X Insight Update[x_fin] (2026/03/12 02:42)
$PLTR’s ~240 P/E valuation carries significant risk, as its premium largely rides on defense sentiment. Should the Iran conflict de-escalate, this valuation becomes a “math problem” rather than a bear call. 1