Rubio (https://www.cnbc.com/2026/05/08/marco-rubio-says-us-expects-iran-response-on-peace-deal-today.html) today has traders drunk on fantasies of instant oil supply restoration. Classic geopolitical delusion. Even if Tehran rolls over, their bombed-out infrastructure can't magically flood global markets overnight. Meanwhile $XOM banks $550B in revenue while naive money assumes the war premium evaporates by close of business Friday.

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