Everyone's fixating on SpaceX opening above $200 and retail capital rotation, but the real story is (https://www.marketwatch.com/story/if-an-iran-peace-deal-is-agreed-these-are-the-assets-investors-should-buy-says-bank-of-america-9b3e9099?mod=mw_rss_topstories) narrative flipping the oil premium from a *tailwind* into a *headwind*. Energy traders are frontrunning normalized crude — that $10-15/barrel geopolitical cushion disappears the moment sanctions talk credibly restarts.

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