A long time ago, some people from Israel attacked a building in another country called Syria, where an important person from Iran worked. This made the important person from Iran and his friends very angry and want to get back at the people from Israel. Because of this, the price of oil went up, which is bad for the people who have stocks because they think it means things will cost more and make less money. Read from source...

1. The author is making a causal claim that rising oil prices will lead to higher inflation expectations, and consequently higher stock market volatility. However, the author does not provide any empirical evidence or data to support this claim. It seems like an arbitrary assumption based on personal opinions and beliefs.
2. The author is focusing too much on the Middle East tensions as a major factor for oil prices, while ignoring other possible factors such as supply and demand dynamics, geopolitical events, weather conditions, etc. This creates a narrow and biased perspective that does not account for the complexity and diversity of factors affecting oil markets.
3. The author is using emotional language and expressions to appeal to the readers' fears and emotions, such as "raising hedges", "vowing revenge", "threatening to break out", etc. This adds a sensationalist tone to the article that does not contribute to the credibility or objectivity of the analysis.
4. The author is implying that there is a conflict between momo gurus' narrative and reality, without providing any clear definition or explanation of what these terms mean. This creates confusion and ambiguity for the readers who are not familiar with these concepts. Moreover, it seems like the author is trying to discredit or undermine other perspectives that differ from his own, which shows a lack of respect and openness to alternative viewpoints.

Bearish

Key points:
- Israel killed top Iranian general, causing Middle East tensions and rising oil prices
- Rising oil prices counter the stock market's no inflation story and could lead to higher inflation expectations
- Fed does not want higher inflation expectations as it becomes a self-fulfilling spiral
- Higher gas prices affect general public perception of inflation, which is opposite of momo gurus' narrative

1. Short TSLA at the current market price of $600 per share, as the company is facing several challenges in the near future, such as increased competition from other automakers, regulatory hurdles, and potential lawsuits related to its autonomous driving technology. The stock could drop significantly if any of these issues materialize or worsen.
2. Buy USO (United States Oil Fund LP), an exchange-tred oil fund that tracks the movement of West Texas Intermediate crude oil prices. USO is likely to benefit from the rising oil prices due to increased demand and geopolitical tensions in the Middle East, as well as the recent attack on the Iranian consulate by Israel. This could result in a significant increase in the value of the fund and its shares.
3. Sell SPY (SPDR S&P 500 ETF Trust), an exchange-traded fund that tracks the performance of the S&P 500 index, as the rising oil prices and inflation expectations could negatively impact the overall market sentiment and the earnings prospects of many companies in the index. The SPY is likely to experience a decline in its value as investors rotate out of growth stocks and into more defensive sectors, such as energy and consumer staples.
4. Buy GLD (SPDR Gold Trust), an exchange-traded fund that tracks the price of gold bullion. GLD is likely to benefit from the rising inflation expectations and the uncertainty in the global markets due to the geopolitical tensions in the Middle East. The demand for safe-haven assets, such as gold, tends to increase during times of turmoil and volatility, which could drive up its price and the value of its shares.
5. Consider adding a small position in IWM (iShares Russell 2000 ETF), an exchange-traded fund that tracks the performance of the Russell 2000 index, which consists of smaller companies with lower market capitalizations. The IWM could outperform the SPY and other large-cap indexes as it tends to be more sensitive to changes in interest rates, inflation expectations, and economic growth. However, this position should be limited due to the higher volatility and risk associated with smaller companies.