💬 [E2118] Iran is distracting on news front. Longer-term issue is LNG disruption affecting chips (petrochemical feedstock), food prices (fertilizer). Lines up with initial thoughts about tax season liquidity draw in April but for different reasons.

🟢 [E2121] Jordi screaming from rooftops with new news every day about credit funds gating investors. Credit event much more important for markets than Iran.