Axe's Take on Trump's Iran Announcement
So the Orange Menace says he's pulling out of Iran in a couple of weeks. "We leave because there's no reason for us to do this," he spouts. Sounds about right. Politics is just legalized extortion and this feels like he's finally collected his due. War without a deal? Now that's what I call disruption. It's like shorting a stock everyone thinks is going to the moon pure balls. But is it smart? That's the million dollar question isn't it?
No Deal? No Problem
Trump's brushing aside any need for a negotiated settlement. "Iran doesn't have to make a deal," he proclaims. "It's a new regime. They are much more accessible." Accessible to what? More bombing? Sounds like a high stakes poker game where he's already seen their hand. Remember a rational market is predicated on the idea that people make rational decisions and I for one don't agree with that. And the implications for oil prices if the Middle East goes belly up? A sudden departure could dramatically affect markets potentially driving prices higher and impacting travel. See how this impacts the prices in our related article: Sky High Fares Airlines Hike Prices Amidst Iran Conflict Fuel Surge. Plan accordingly folks.
Stone Age or New Age?
The President's remarks about putting Iran in the "Stone Ages" are vintage Trump. The man does have a way with words even if those words are a sledgehammer to diplomatic relations. He asserts "Then we'll leave whether we have a deal or not. It's irrelevant now." Irrelevant? Tell that to the families who are still there. But then again in the game of power lives are often just collateral damage. This is why you always need to know the risk reward.
Bombing Our Way to Peace?
"Look what's happening in Iran," Trump boasts. "I mean we're totally unchecked. Everything's been bombed out." A peculiar way to seek peace wouldn't you say? But as I learned from old man Ruck sometimes you have to break things down to build them back up. Only question is who's going to profit from the rebuilding? Probably not you.
The Art of the No Deal Deal
So what does it all mean? Trump wants to leave deal or no deal. He claims Iran wants a deal more than he does. In the words of Sun Tzu “Let your plans be dark and impenetrable as night and when you move fall like a thunderbolt." Maybe he's got a master plan or maybe he's just winging it. Either way the markets will react. And where there's volatility there's opportunity. Always is. As long as you can handle it.
Axe's Final Thoughts
Bottom line? The game's changing. Trump's pulling out and the world's going to adjust. Keep your eyes open your ears to the ground and your hand on your wallet. It's going to be a bumpy ride. But hey that's where the real money is made. And I will be there because what's the point of having fuck you money if you never say fuck you?
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