Over past 3000 recorded years of human history, 90% of years we humans have been in war. Some or another country.
Wars are COMMON. That’s not me telling you. That’s what data and statistics says.
It usually happens every other year.
2022-23 it was Russia Ukraine war,
2023-24 it was Israel – Hamas…
2025 it’s Israel Iran.
Though this time the scenerio is bit different. It’s about delaying and/or stopping Iran’s nuclear developments.
It’s about stopping new country (Iran) to have breakthroughs in nuclear warfare and the stakes are high.
Usually these kinds of warfare escalate because of high stakes of all the NUCLEAR countries involved.
And tbh, things can either get too ugly or cool off quickly. The pendulum will swing with full force. Either sides.
And there are possibilities of crude going to $120-150/barrel if there’s a prolonged attack & Iran oil supply shock happens.
Also we have to understand that both Israel & US are involved. Both are sharp, quick and have cutting edge warfare technologies. And most importantly, ruthless.
So I’m keeping a close tab on the latest happenings.
But as usual, I won’t be dumping all of my stocks. Infact none.
I’ll hold on & we’ll see what happens. Unless a black swan event happens.
But this time it’s a different perspective I’m looking a war at…
And if Iran agrees to proceed with the deal with USA, the above thesis will come to an end and the war would be over. IF. Is the key word here.
Remember, wars are COMMON.
Will this be uncommon? Time will only tell…
