AZ_HighCountry
INT'L MOD
You know there is some here who will dispute that.
Iran - Israel/US War: Israel-US declare war on Iran, Iran responds
- Thread starter Khorasan Black Flags
- Start date
Persian Gulf
INT'L MOD
I assume this was baked into the expectations for this month, which were exceeded by a significant degree, triggering the significant sell offs (and Trump's related confusion on Truth Social).
The overarching point is that the US does not seem to be in a good position to return to war, and it is also not clear what marginal gains resuming the war would achieve, at the cost of further depleting the US stockpile of high end offensive and defensive munitions.
Persian Gulf
INT'L MOD
Well, they should take it up with Marco Rubio, lol.
AZ_HighCountry
INT'L MOD
Not sure though I expect many of the professionals delved into some of the same, or better, sources that I do and came to the same conclusions. FWIW, the biggest hit was in the tech sector.
Alternatively, it is the weekend. The traders were looking for some quick profits in order to have cash for the weekend.
Yet, when I look at the beige book and knowing that fuel stocks, especially gasoline, have been in a steady decline since Nov., that is concerning.
Shags101
Trusted Member
US approves potential $1.98 billion sale of counter-drone systems to Kuwait
* * *
www.timesofisrael.com
Persian Gulf
INT'L MOD
However bad the economic position is for the US, the economic impact for Iran is a million times worse, and this will only show in time. For now, the war atmosphere is hiding it because when you are attacked you have bigger problems, but eventually when there is peace, there will be an economic reckoning, so any economic concessions from a peace deal will need to be massive to help Iran.
Ironically, this might be why Iranian leaders do not fear a return to war.
Meengla
Elite Member
Just saw most of this video of Chas Freeman who remains my absolute No. 1 geopolitical analyst. While the whole interview is worth watching, after about minute 40, he says there 'will' be a new order in the Middle East--he is confirming what Robert Kagan said. He is saying that the GCC Arabs will deal with Iran in a cooperative relationship and that there will be a Turkey, Pakistan, Saudi Arabia and Egypt based order for the Middle East/Persian Gulf.
When Freeman uses 'will', he means it. He is very careful with his words.
When Freeman uses 'will', he means it. He is very careful with his words.
Persian Gulf
INT'L MOD
this time the US struck two radar sites in south Iran (Goruk and Qeshm)
Iran's response is guaranteed, and we can expect it to be at least as big as the last response (13 missiles and 17 drones). the response will need to be significantly bigger since the US is not being deterred and continues to replay this saga.
stay tuned.
925boy
Elite Member
Good points, and I agreed- strategic patience or acceptance of random ceasefire only means your adversary gets another lucky and underserving chance to prepare better to destroy you,ask Russia.
Meengla
Elite Member
This was Trump's personal war. It was not the 'US': For almost half a century, every American President denied the Israeli desire for this war until the Trump II Presidency.
So much so for the 'oldest democracy of the world' and the 'best meritocracy of the world'. An ideologically driven and/or a personally compromised President launched a war at the behest of a foreign power and the result is an unmitigated disaster for America's standing in the Middle East, at least, and probably far beyond that.
Persian Gulf
INT'L MOD
Meengla
Elite Member
Offtopic but... Well, today I had my latest job rejection. Mainly because I refuse to work from anywhere but home and in today's tech job market, that's a big challenge. Plus a couple of weeks ago, on LinkedIn I made my desire to retire from working. That won't help me. Plus, nobody is going to hire a man with my grey hair with my expectations in this tech job market.
But, hey, I saved enough to ride it out for the next 14 months and have a juicy investment to harvest then. To the youngens workers, to quote from The Game of Thrones: "I wish you good fortunes in the wars to come".
Persian Gulf
INT'L MOD
Watandar
Trusted Member
OT You can find work but as a contractor and will require either relocation or travel. Just be a bit more flexible. Delete that linkedin entry about retiring. Grey hair is not necessarily a bad thing in today's market as many of the youngens suck at working and businesses have grown tired of layabout offshore workers too. The AI hasn't delivered anything revolutionary so far , and with the billing change to token usage, is proving a very expensive tool.
Back to topic.
