DC大于C
DC大于C|Nov 02, 2026 05:48
Iran's Foreign Minister revealed a "two-day plan": US compliance is required for the resumption of Iran-US negotiations. Recent continuous consultations led to WTI crude oil falling below $101 and Bitcoin crude oil falling below $110 on Monday. Bitcoin also rebounded above $78, and some US stocks saw a recovery. It's unclear whether Trump will push for peace talks in the final two days before the election; there has been no response so far. Furthermore, the market is worried about whether Trump will launch another military operation after the midterm elections. If military action is launched, similar to the attacks in the first half of the year? This is unlikely to change much. Even if it happens, the market's pricing of oil prices will certainly rise, but the increase should be limited. If ground troops are deployed, the risk is significant, and Trump is aware of this. Of course, if the situation eases, oil prices will naturally fall, boosting risk appetite and market sentiment. It's difficult to predict now; we can only wait and see. In general, I'm still holding my short oil position, which has been in place for four months. The fees are sometimes painfully high, but I'm still holding on. If things get unpredictable after the midterm elections, I'll need to prepare to reduce my positions to avoid being liquidated. Then I'll wait for the APEC meeting on the 18th and 19th. As for my long positions in Google, 280 is already a cost-effective level. If the geopolitical situation continues to escalate, I'll definitely need to exit these positions opportunely. This would put further pressure on US stocks and Bitcoin. If things ease, then I'll thank Trump. Anyway, I'm still holding them for now. Let's see how things go this week. DYOR
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