A Pivotal Moment
Whatever the spin, a dictator can now remove another country’s dictator
London | Brisbane. 2nd March 2025.
Iran played into Trump’s hands by attacking many different countries. They lost the advantage of the UK/EU’s refusal to be part of the plot, and now have put themselves in a minority of 1.
Trump needs to get this war over as the US can’t afford another Vietnam. Actually they can’t even afford a Falklands War
One man alone seemingly, at least from a legislative perspective, decided to remove another country’s leader, and literally no-one’s opinion was asked, at least not in the US.
Trump got away with Venezuela and now it looks like he’s going to get away with Iran. Americans should be worried, but they’re not, but many leaders/countries in the world will be reviewing their situations.
With a knee-jerk reaction (Oil and Gold up, USD and UST bid), markets surprised no-one but the underlying narrative is deeply negative. Private equity/credit is blowing up, CRE drawdowns are now regularly more than 80% and debt is out of control. Despite US PPI, disinflation could be on the cards soon.
What better way to deflect citizens’ focus away from the economy, than by having a war which we win!. God knows how the Peace Board is going to react.
###
Ian Reynolds: Trader & Investor | Former Bank Foreign Exchange Market Maker | Early investor in Bitcoin & Tech Founder. Helping investors understand the radical changes coming in macroeconomics and geopolitics.
Suberia Capital: Special situations investing for high net worth individuals.
If you’d like a copy of our weekly press release, please sign up at https://www.suberia.capital/contact. For other enquiries please contact Ian Reynolds on 0422 714 669 or at ian@suberia.capital