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Jun 27, 2026 5:52 PM

He says Iran views the Strait of Hormuz as a once in a generation weapon and they will never voluntarily give it up

He says the U.S. can't restart the war right now, with munitions depleted, no ground force, and Gulf bases likely gone. But they're not walking away either. Strategic bombers are still in the region

This isn't about Israel or Iran or even oil, he says, it's about which banks get to issue loans against $30 trillion in Iranian natural resources

Every time JPMorgan finances an ExxonMobil contract in a newly opened country, that loan is a new asset created from nothing, and the wealth of that country starts flowing to Wall Street

Iran choosing Chinese banks over Western ones is the real threat, everything else is downstream of that

500 years of colonialism, better dressed, but with the same logic

@NakedHedgie

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