StockDuty ← Dashboard Jul 27, 2026 11:14 PM ET
CatalystFixed Income

The most recent Iran 🇮🇷 TACO 🌮 pause is just that… just another pause…They’ve said as much. The SOH isn’t opening & the war isn’t ending, & everyone now finally sees it. (B/c the risk of losing the e

What most people don’t realize though is that there’s a new TACO 🌮 in town… They’re starting to fire bigger & bigger guns 🔫… 1st the ORCL Pentagon deal, (which failed miserably to arrest the slide) — via @jam_croissant
Iran pause prolongs war, US dollar risk drives financial stress.
Sources