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"This Is Absolutely Insane" |
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"We are all witnessing history"... $1 billion a day to fight Iran… This one stock is blinking RED. Insiders are buying it now. Our T.R.A.C.K. system just flagged it now. Get the free ticker symbol here.
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Dear reader, |
The Kobeissi Letter: |
This is absolutely insane: |
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US oil futures are now on track to rise +60% this month, marking their largest monthly gain in history. |
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This follows the +34.5% gain recorded last week, the largest weekly gain on record in data going back to 1982. |
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We are all witnessing history. |
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Indeed we are — all witnessing history, that is. More: |
Our models now indicate US GDP growth will decline by -0.5% if current levels are sustained. |
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That's equivalent to roughly -$160 billion less economic output… if current levels are sustained for 3 months, US CPI inflation would rise to ~3.5%. |
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This would put US inflation at its highest level since March 2024. |
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The U.S. Scolds Israel |
Meantime, the armed forces of Israel evidently laid waste to 30 oil storage facilities in Tehran this weekend. |
United States officials — the United States president rumored to be among them — snapped their fingers at their Israeli tag-team partner. |
"We don't think it was a good idea," one senior administration official argued… likely by way of understatement. |
One Israeli official claimed Washington's message to Tel Aviv was a dismayed Whiskey Tango Foxtrot! — "WTF!" |
The administration fears that setting Iran's fuel aflame would deprive the Iranian people… and rally them to the regime. |
What is more, the administration fears the spectacle. The spectacle, that is, of burning oil tanks that would send additional shudders through the energy markets. |
And the president is exquisitely attuned to energy prices. In particular, to gasoline prices during an election year, of which this is one. |
One advisor to the president told Axios that: |
The president doesn't like the attack. He wants to save the oil. He doesn't want to burn it. And it reminds people of higher gas prices. |
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Iran Threatens to Retaliate |
Tehran, for its part, is baring its fangs. It threatens to waylay the region's energy infrastructure if the assaults upon its own do not cease. |
If the president does not like oil prices now, how would he like them then? |
Meantime, Tehran claims that the United States dropped bombs upon one of its desalination plants. |
A sore Tehran retaliated — apparently — by assailing a desalination plant in Bahrain. |
I hazard Tehran has several other regional desalination plants, including Israel's, prominent in its target deck. |
Where would the region's nations acquire their fresh water? How would they maintain hydration? |
All the while, Iranian drones and missiles have evidently rained successful destruction upon critical American radar systems throughout the region. |
These radar systems were eyes intended to detect incoming missilery. Without them, American vision is largely blind to approaching projectiles. |
Some of these radar systems may not be replaced for years. |
Russia Seeks Payback |
Here is a question: Is Russia facilitating Iran's assaults upon American facilities? |
Rumors swirl that Mr. Putin is indeed facilitating Iran's assaults upon American military facilities — through detailed satellite imagery. |
Is he? I hazard he is… and with relish. |
That is because for four years the United States has been handing Ukraine precise coordinates to assault the Russian strongman's men. |
And turnabout, as is said, is fair play. |
You may disagree or disagree. Yet can you display the facts? |
Alas, seven United States personnel are slain to date. Several more are wounded, some likely severely. |
My agents inform me that the true figure is likely higher. They inform me further that damage to United States military installations is far graver than reported. |
Of course I cannot confirm the reports. And I hope they are mistaken. |
Yet I must add that my men boast superior records of accuracy. They have acquired my loyalty, earned across time. |
Incidentally: Those same agents report that Israel has absorbed greater blows than reported. |
Yet I understand the Israelis are superexcellent censors… and run a heavy red pencil across the damage reports. |
$1 Billion a Day |
I am far more dismayed by the loss of life than the loss of money. Yet by credible estimates, Operation Epic Fury is proving epically and furiously costly. |
The American taxpayer is being tapped nearly $1 billion each day it lasts. |
$1 billion every day! |
What if this conflict endures 30 days? 60 days? 90 days — or longer? |
Heap that vast cost atop the elevated gasoline prices the American taxpayer will likely confront… and he is in for quite a hosing. |
Yet the American taxpayer is a decent fellow. I hazard he would accept multiple short-term privations should Iranian regime change "work." |
Yet to date, Iran's devil regime remains securely in the saddle. |
Open Season for Arms Merchants |
It is my sincere hope that events turn in the United States' direction. |
And as a somewhat debased and debauched fellow… who is given heavily to sin… I hold no brief for the Islamic Republic of Iran and its stifling theocracy. |
Yet I am far from confident that events will transpire in the desired fashion. Have they in Iraq, in Afghanistan, in Libya? |
They have not. Of what, then, am I confident? |
I am confident that United States arms merchants will drive an excellent trade in the times ahead. |
After all, the depleted magazines must be replenished. |
And do not forget about the China menace, the Greenland menace and — have you been following the news? — the Cuba menace. |
Thus I am confident that the arms dispensers will rollick in clover… even as the nation they "serve" wallows deeper in debt. |
We must conclude that the sword of the Republic is heavy indeed — and growing heavier with each passing year. |
When will it prove too heavy to wield? |
Brian Maher |
for Freedom Financial News |
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