$3 trillion moved in 56 minutes on two statements. Trump said “productive conversations.” The S&P added $2 trillion.

 https://x.com/shanaka86/status/2036062993499242585

Shanaka Anslem Perera 

@shanaka86

$3 trillion moved in 56 minutes on two statements. Trump said “productive conversations.” The S&P added $2 trillion. Iran said “no contact.” The S&P erased $1 trillion. During those 56 minutes, the Strait of Hormuz did not open. Not one tanker moved. Not one barrel of crude loaded. Not one tonne of fertiliser shipped. Not one litre of helium reached TSMC. The 40 energy assets the IEA confirmed destroyed this morning are still destroyed. Primorsk is still burning on the Baltic. The planting window in South Asia still narrowed by another six hours. $3 trillion repriced on words. Zero molecules repriced on reality. This is the war now. Two men post on social media. Algorithms move trillions. The strait stays closed. The molecules do not read Truth Social. The molecules do not read Iranian state media. The molecules wait. https://open.substack.com/pub/shanakaanslemperera/p/the-nitrogen-trap?r=6p7b5o&utm_medium=ios

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The Kobeissi Letter

@KobeissiLetter

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11h

This is absolutely insane: At 7:04 AM ET today, President Trump said “the US and Iran have had productive discussions" to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of

11:50 PM · Mar 23, 2026

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