Macro Strategy Insights

More Than Just Iran

Without a doubt, trading at the start of the week will hinge on developments in the ongoing ceasefire negotiations. As Spider, Bret, and I discussed on Friday’s podcast (Our Link, iTunes, Spotify) the range of possible outcomes has not narrowed significantly. Anything from a serious deal, to walking away and restarting the attacks seems plausible. Spider “guffawed” at the comparison of Regime Change to Welcome Back Kotter – well, the names have all changed… You know we live in a weird world, where in less than a week, the President posting on Truth Social that a “civilization will die tonight” ... More Than Just Iran

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