Is the regime in Iran soon to be toast?

Well .. know what needs to be done, and it's not pretty ..

USA imho needs to stop all Iranian Oil outflow .. stop and stake over Iranian tankers, and ability to take payments

May need to take out Iranian Power Stations

There are real risks involved as they already found.
No air superiority, not enough interceptors, and Iran may just take out a carrier this time. I believe they tried on the Ford with drones,and now they have more advanced ballistic missiles from China/Russia

Not to mention the political fallout, US in a much weaker political position vis a vis the Gulf Arab states
 
  • Like
Reactions: johnfitz and mat200
Not sure how they keep the (OIL) price down past next week. Lots of manipulation happening, paper price is going to have to adjust to real barrel delivery price soon

yup, the Oil Price game has me wondering also ..

as well the USA stock price game


Robert Pape cover the "Escalation Trap" the USA is in, found this interesting to watch :

Iran's Funeral Just Changed the War | Robert Pape's Warning to Washington
At the Water's Edge



This video features a discussion between host Scott and Professor Robert Pape of the University of Chicago on the current state of the conflict with Iran following the funeral of the Ayatollah.

Key takeaways from the discussion:

  • Shift in Political Will: While the physical capabilities between the two sides have been shifting for months, Pape argues that the massive public turnout at the Ayatollah's funeral signals a significant shift in Iranian political will (4:47-5:34). He asserts that the trauma of the past four and a half months of war has not caused the population to cower, but has instead fueled collective anger and strengthened resolve (7:24-8:46).
  • Ineffectiveness of Punishment: Pape draws on his academic research to explain why airpower, blockades, and leadership decapitation often fail to break civilian morale, instead fostering a "rally around the flag" effect similar to the United States' reaction after 9/11 (11:26-14:52).
  • Escalation Concerns: Looking ahead to August 15th, which Pape identifies as a "triple witching hour"—citing the expiration of a 60-day window, critical oil inventory drawdowns, and rising demands from Iran to remove U.S. bases from the region—he warns that President Trump will face significant pressure to escalate the conflict (24:15-27:07).
  • Iran's Objectives: Pape suggests that Iran is not looking for a deal but rather seeking to "wreck" the Trump presidency to weaken America geopolitically, which explains why they have rejected recent financial offers from Jared Kushner and Steve Witkoff (34:33-35:16).
  • The Echo Chamber: The discussion highlights the dangers of the administration operating in an "echo chamber," where access to conflicting information is limited, potentially leading to flawed decision-making regarding the true state of Iranian public sentiment (29:55-31:27).
 
yup, the Oil Price game has me wondering also ..

as well the USA stock price game


Robert Pape cover the "Escalation Trap" the USA is in, found this interesting to watch :

Iran's Funeral Just Changed the War | Robert Pape's Warning to Washington
At the Water's Edge



This video features a discussion between host Scott and Professor Robert Pape of the University of Chicago on the current state of the conflict with Iran following the funeral of the Ayatollah.

Key takeaways from the discussion:

  • Shift in Political Will: While the physical capabilities between the two sides have been shifting for months, Pape argues that the massive public turnout at the Ayatollah's funeral signals a significant shift in Iranian political will (4:47-5:34). He asserts that the trauma of the past four and a half months of war has not caused the population to cower, but has instead fueled collective anger and strengthened resolve (7:24-8:46).
  • Ineffectiveness of Punishment: Pape draws on his academic research to explain why airpower, blockades, and leadership decapitation often fail to break civilian morale, instead fostering a "rally around the flag" effect similar to the United States' reaction after 9/11 (11:26-14:52).
  • Escalation Concerns: Looking ahead to August 15th, which Pape identifies as a "triple witching hour"—citing the expiration of a 60-day window, critical oil inventory drawdowns, and rising demands from Iran to remove U.S. bases from the region—he warns that President Trump will face significant pressure to escalate the conflict (24:15-27:07).
  • Iran's Objectives: Pape suggests that Iran is not looking for a deal but rather seeking to "wreck" the Trump presidency to weaken America geopolitically, which explains why they have rejected recent financial offers from Jared Kushner and Steve Witkoff (34:33-35:16).
  • The Echo Chamber: The discussion highlights the dangers of the administration operating in an "echo chamber," where access to conflicting information is limited, potentially leading to flawed decision-making regarding the true state of Iranian public sentiment (29:55-31:27).


Just for grins I placed a bet on XLE this morning at $53.90
 
  • Like
Reactions: mat200 and johnfitz
  • Exclamation
  • Wow
Reactions: mat200 and johnfitz
There is no "Peace Deal" as mentioned numerous times.
It was simply a delay to re-arm and reposition. On BOTH sides...

=================
The US is revoking Iran's newly issued general license to export oil after Iran struck three commercial vessels in the Strait of Hormuz.
The US called Iran's latest actions in the Strait of Hormuz "wholly unacceptable" and said they will be "met with consequences."

 
  • Like
Reactions: mat200 and johnfitz
The fact that they're openly shooting at each other in a bigger way than recent weeks, DURING the WEEK when MARKETS are OPEN... tells me its gonna go from bad to worse.

Trump doesn't want this until AFTER the Midterms. Iran knows this and is pushing.
 
  • Exclamation
Reactions: mat200 and johnfitz
“It’s Dead Jim”…..

Dead Jim”…
 
  • Wow
Reactions: mat200 and johnfitz
LOL… sure Bibi ;)

 
  • Haha
Reactions: johnfitz