Buy USO by Sep 21, 2027.

First my claim: Inflation from the Iran war is going to cause a financial crisis an order of magnitude larger than the 2008 housing crash. Inflation will topple private credit, as private equity loan defaults rise at the same time it’s hitting the CRE loan wall. That will create selling pressure that will spill into the stock market and the crypto market, significantly damaging household wealth and freezing up the equity market, while at the same time AI companies need …