Here we go again: US-Iran talks postponed as Israel launches deadly strikes in Lebanon. The latest “deal” is in a Schrödinger-like state of of being ratified or vetoed. I have long said is no “deal” as the impossibility of either side acceding to the other’s demands precludes agreement. The odds of a compromise that finds a middle ground between the interests of Iran, Israel, and the US are about zero. Israel will do what it wants and defy Trump. Iran does not want to relinquish control of the strait or honor Israel’s legitimacy. Israel will continue to attack Lebanon and Iran. Even if something is eventually finalized, in a few months, maybe only weeks, it’s a virtual certainty both sides will soon be accusing each other of violating parts of the agreement. It won’t be long before Trump is again threatening additional strikes. I’m profiting by shorting Bitcoin, buying tech stocks, and trading on Polymarket. These trades have profited greatly. If the Iran situation gets worse, which…
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