
$United States Oil Fund LP(USO.US) Its magnitude of increase, along with the upward cycle over the past two months, reflects its impact on the means of production and the 'exploitation' of the cost side. It's not that a rise in its price will immediately trigger a reaction in the stock indices. We're no longer in the early days of the US-Iran war, and it's certainly not the case that its rise will have an immediate or, for example, a significant impact on some leading companies next quarter. What I'm saying is, the longer this upward trend cycle lasts, the more prolonged its subsequent impact on the economy will be. Don't misinterpret or speculate about my viewpoint; I'm looking at a story that unfolds at least two quarters from now.
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