Submitted by mlamping t3_10pjbhi in wallstreetbets
r/wallstreetbets/comments/sshs8f/game_theory_putin_will_invade_ukraine_what_stocks
From my previous prediction (I got shit on predicting Russia will invade and to by boil), I believe everything runs on game theory.
Edit: I didn’t go into the game theory, I briefly mentioned it. Biden and allies vs putin. They have interdependent decisions to make. But ah well, forgot this is wsb and everyone is a regard, ie I should have spelled it out. But google game theory and understand the full context of what is happening
So from recent events, I’m back to posting about game theory and predict what will happen.
- The war is nearly over
- It’ll cause oil to dump hard
- World will enter deflation since we have supply surpluses and abundant energy and oil.
- Fed will pivot
- QE will begin
- Ukraine will be the next money pit
- Biden will be re-elected
Main is number 1. Putin only has 2 options now, nuke or negotiate. US and nato allies know this, so they’ll push until they know they can’t anymore anymore and pivot to negotiations. Biden will “broker” the negotiation. It’ll cause Russia to start selling oil again. Saudi’s will be scared that US and Russia are on talking terms again and begin to let the oil flow. (Not sure if Biden will hold a grudge against Saudi Arabia, they may).
Oil and gas will drop insanely. That coupled with surplus supply and unemployment happening, fed will have to pivot.
Depending on how mad unemployment actually is, fed may have to cut interest rates and may have pause QT.
I expect stock market to fly, but if for some reason it doesn’t, QE will happen.
Biden will use ending the war and reversing inflation. They’ll also blame inflation of trump.
Biden will get re-elected.
Mainly, the conflict only has 2 ways to go now, Putin pushes the button or Putin stops the war. Since this is a 0 sum game, the war will end.
Caveat, if putin is actually sick and doesn’t give a f about anything, buy a bunker! 🤣
VisualMod t1_j6kqxg6 wrote
>It's pretty clear that you don't know anything about game theory.