Posts

Is the US-Iran saga over with the mere signing of the MOU?

Image
  ·        Iran’s 14-point MOU text may not amuse Trump and Netanyahu (Israel's PM); the Iran saga may not be over yet until the HEMs are removed from Iran. ·        Iran is not ready to allow the US ownership of the SOH. ·        Trump may issue more threats against Iran to force it to sign a favorable deal/MOU. ·        For Iran, the review and decision-making process is not yet finalized. The announcement of Sunday and the location of Geneva are completely denied. Wall Street was under stress for the last few days on hopes & hype of an imminent Iran deal or war. Trump was basically trying to terrorize Iran by launching targeted air strikes after Iran destroyed a US Apache helicopter in the Strait of Hormuz (SOH). The US and Iran are both claiming & counter-claiming that the SOH is under their control. Trump is now looking for a face-saving exit from hi...
Read more

Stocks, gold, and oil wobbled as US-Iran skirmishes escalated

Image
  ·        But back-door negotiation may still be active, and Trump is trying for a favorable deal at gunpoint (peace through strength). ·        Wall Street is under stress due to escalating Iran war tensions and fund rotations ahead of SpaceX's mega IPO. ·        At around 305 estimated CY26 EPS for SPX-500 (CMP: 7300) and 25-20 (best-base) case scenarios, the retail & wholesale price (value) may be around 7614-6091. The ongoing conflict involving the United States, Israel, and Iran—often referred to as the 2026 Iran War—has entered a volatile new phase marked by direct military exchanges and increasingly confrontational diplomacy. As of June 10, 2026, President Trump has adopted a markedly hardened tone of ‘peace through strength’ toward Tehran, blending threats of sustained military action with assertions that Iran’s leadership has squandered opportunities for a negotiated settlement (...
Read more