Category Archives: Investment outlook

Iran War: Mainstream Media Starting to Acknowledge Potential Iran Victory as Trump Flails About, Readying Ground Assault; EU Reversal on Russia Oil Sanctions, Emergency Actions in Asia, Even China, Shows Accelerating Economic Damage

Today’s Iran war update: the current reduction in temperatures does not mean a resolution of the war or damage to the global economy is nigh.

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Iran War: Trump’s 48 Hour Deadline Approaches; Soldiers Fearful as Lindsey Graham Calls for Their Sacrifice; Complacency in Face of Intersecting Shortages, Like Food and Plastics

Today’s Iran war update: Let us hope that this saying proves not to be germane – Things look the darkest before they go completely black.”

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Iran War: Trump Issues 48 Hour Unhinged Ultimatum to Iran; Iran Vows Mass Destruction Countermeasures; Israel Takes Hit to Dimona Area, Other Blows After Second Firing on Iran Nuclear Reactor Site ; More Warnings of Deep Damage from Strait of Hormuz Closure, LNG Reduction Effects

Today’s Iran war update: Trump threatens action which will lead to Iran retaliation that will destroy the world economy. Will he proceed?

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Iran War: Joe Kent Resignation Bombshell; US Deploys Bunker-Busters Near Strait of Hormuz; Iran Makes Retaliatory Strikes on Israel, Across Gulf for Ali Larijani Assassination; Real World Oil Prices Diverge from Paper Oil

Today’s Iran war update: attritional slugging continues as Joe Kent’s resignation shows MAGA doubts and the economic tsunami starts rolls in.

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Iran War: Oil Flirts With $100 as More Commercial Ships Hit, US Refueling Plane Downed, with Iraqi Militia Taking Credit; Demands for Hormuz Opening Intensify; Private Debt Wobbles Add to Market Pressure

Today’s Iran war update: markets stay edgy as Administration messaging becomes more hollow and more ships burn.

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Iran War: Iran Seeks Decolonization of Gulf Region; IEA Proposes Emergency Release of Reserves; Nuclear Strike Risk Assessment; Iran Escalates Strikes

Today’s Iran war update: the implications of Iran’s apparent demands, risk of a Israeli nuclear attack, and Iran’s kinetic escalation.

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Iran War: Administration Succeeds in Talking Down Oil Price to Below $100 as Trump Seeks Off Ramp to Opposition of Pentagon and Hawks; Iran Continues to Reject Talks, Announces Increase in Strikes, Pounds US Bases Into Dust

Trump succeeds in talking investors out of the tree even as Iran war fundamentals and his approval rating decay.

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Iran War: Oil Rises to Nearly $120, Stays Above $100 Despite G7 Plans for Reserves Release; Foreign Markets Swoon; Iran Increasing Intensity of Strikes, Targeting More Assets in the Gulf

Today’s Iran war update: even if Mr. Market makes Trump TACO, Iran is not likely to relent on its Strait closure soon and damage will compound.

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Iran War: More Trump Bluster as US and Israel Weapon Stocks Thin and Claims of Success Questioned; Report of Plans to Send Special Forces to Seize Nuclear Material Among Signs of US Troop Mobilization

This Iran war update focuses on US claims for damage done to Iran and its level of stockpiles versus available evidence.

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