Iran - Israel/US War: Israel-US declare war on Iran, Iran responds

That is a crucial IF. How likely is it? It depends on who you ask, I suppose.
the situation is already unsustainable even if the USD maintains its current position. but I contend the dollar is not likely to maintain its position, and will continue to be inflated away and lose investor confidence.

two charts tell the story:

Screenshot 2026-01-30 at 14.34.14.png

30 year treasury (bond) yield (i.e., this is the cost of borrowing money / issuing debt for the US government)

1.3% in 2020
4.88% in 2026

gold.jpeg

central bank reserves

central banks are increasingly buying gold instead of US debt (Treasuries)
 
the situation is already unsustainable even if the USD maintains its current position. but I contend the dollar is not likely to maintain its position, and will continue to be inflated away and lose investor confidence.

We can but wait and see. We can take this part of the discussion into a more appropriate thread.
 
It is easy to say that when you have GBP or USD in your pocket, but tell that to the people who have IRR in theirs:

View attachment 175684
every currency is subject to erosion of purchasing power over time

Over the last 100 years, the US Dollar has lost 95% of its purchasing power. and that is without economic warfare being imposed by the world's superpower and the economy being run by corrupt incompetent clerics
 
For Iran it's easier to put boots on ground, to Invade Qatar or Bahrain. Those sheikhdoms will be responsible for material and infrastructural damage and probably cacualties on Iranian side. Iran should change it's defensive policy into an offensive one and dismantle the colonial bases there and any chance of rebuilding them.

Iran is, I am sure sending a stern message. Places like Dubai and Doha (and to a lesser extent Manama) are projecting themselves as tourist and financial hubs with world class airlines. Their economies are increasingly dependent on non Hydrocarbon more and more, even Saudis are getting in on the act. Missiles raining down on them will effectively close their countries and economies. They know this, Iran knows this, US knows this.

Now in all realism there is nothing much the Qataris, Emiratis or Bahrainis can do to stop the US using the bases on the territory. It is not black and white unfortunately. UAE/Qatar/Bahrain cannot confront the US.

Best they can do is deny air space. Iran is shrewd enough to appreciate this.

Trump is all show. He loves symbolism and gestures. My guess is the Iranians may pay him back in the same coin with the destruction of something significant but not something that may force Trump to escalate but rather try and do a deal.

This can be either disabling but not destroying the USS Ab Lincoln, capturing a US oil tanker or maybe even the complete destruction by missile attack of the US 5th fleet HQ
 
Sad to see that under direction from Tel Aviv the USA has evolved into a barbarian. Civilised folk everywhere, even those who still exist in USA itself, will be backing Iran to defend itself and teach them a lesson.
the situation is already unsustainable even if the USD maintains its current position. but I contend the dollar is not likely to maintain its position, and will continue to be inflated away and lose investor confidence.

two charts tell the story:

View attachment 175682

30 year treasury (bond) yield (i.e., this is the cost of borrowing money / issuing debt for the US government)

1.3% in 2020
4.88% in 2026

View attachment 175683

central bank reserves

central banks are increasingly buying gold instead of US debt (Treasuries)


this is all made up

no one knows the exact amount of gold reserves USA has
 
The whole build up against Iran is on the wishes of Israel. Otherwise, Iran pose zero security risk or challenges for the United States. US should have no problem with Iran but because Israel feels insecure and it has such an influence over the United States and it can convince US to drag it into own wars that's why we are seeing this situation. Everybody in media and here talking about US vs Iran. But actually its Israel who's the main culprit and number one enemy of Iran.

Its Israel (using the US as a hired gun) Vs Iran.
 
Iran is, I am sure sending a stern message. Places like Dubai and Doha (and to a lesser extent Manama) are projecting themselves as tourist and financial hubs with world class airlines. Their economies are increasingly dependent on non Hydrocarbon more and more, even Saudis are getting in on the act. Missiles raining down on them will effectively close their countries and economies. They know this, Iran knows this, US knows this.

Now in all realism there is nothing much the Qataris, Emiratis or Bahrainis can do to stop the US using the bases on the territory. It is not black and white unfortunately. UAE/Qatar/Bahrain cannot confront the US.

Best they can do is deny air space. Iran is shrewd enough to appreciate this.

Trump is all show. He loves symbolism and gestures. My guess is the Iranians may pay him back in the same coin with the destruction of something significant but not something that may force Trump to escalate but rather try and do a deal.

This can be either disabling but not destroying the USS Ab Lincoln, capturing a US oil tanker or maybe even the complete destruction by missile attack of the US 5th fleet HQ
Don't underestimate Trump. Something tells me this time Trump really doesn't care if this becomes an all-out war, either because he is stupid and not well versed in military matters that he thinks the US can win easily without suffering any serious casualties like his 2 previous military strikes he ordered against Iranian VIP and nuke sites, because Israel has him now under a leash.

So this time it's more serious than before, due to very nature of Trump's specific threats. This is not just symbolism or gestures, he really thinks he's confident the US military can somehow disable all of Iran's retaliatory options within a day and limit US Casualties to Zero Men Killed and Zero Ships Sunk...

So it is Iran's job to prove him wrong and enforce peace via overwhelming force to show him what Iran is capable of and how they won't like it when Iran gets really......MAD!
 

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