Geopolitical Risk

[Waltzing]

THAADs taken out by the evil ones.. that right they got some shot in at the beginning taking out half a billion dollars...

now where are all those little subs... they arnt big but they have a few...

All surface vessels pretty much gone...

But now the panic sets in... Hello Z this is the state department... you know those little drones that up ... and come back...

Ahh... have you got some??

Z .. "Sorry whos ringing?"

https://www.youtube.com/watch?v=dCYLQ8GwOs8


https://edition.cnn.com/2026/03/05/middleeast/radar-bases-us-missile-defense-iran-war-intl-invs

"Who's shooting..."

Z .. "sorry whose calling again?"

State department " Get me Z!!!!"  , cant anyone find Z!!!!!

Who stopped our programs with our allies!!!! who the F*** pulled the plug on on... who were our allies again... SOMEONE FIND THAT LIST!!!!

[Waltzing]

Breaking news the US is going to increase its fire power in the WAR!!!!!

https://www.youtube.com/watch?v=UDW6jyRK-TY

Take SOME!!!!! Bring in the Gunships!!!!!

[Waltzing]

Victory....

Declare Victory...

https://www.youtube.com/watch?v=q8uFWX1t1MY


The Battle or Iran is JUST STARTING...

[Waltzing]

Lets have a look at that the US defense depart is dealing with...

https://www.youtube.com/watch?v=BYTXtJxoDJA

[Waltzing]

Send in the B52's

anyone studied the mountain landscape of Iran...

https://www.youtube.com/watch?v=NQkBBaaKU4s

right the problem is the entire Boff fleet B52 needs to have there engines replaced and its a complex upgrade....

really will they even make there and back?

Who dreamt up this mission...

[Waltzing]

Chaos say ex US army person boarding flights out of the middle east.. While some bases started exfil 6 weeks ago everyone else has been left to there own devices to get out..

Listen to this..

"CNN's Erin Burnett talks to retired Army Major Gen. Randy Manner, who says he felt "abandoned" by the US when he was trapped in Dubai following strikes on Iran."

https://edition.cnn.com/world/live-news/iran-war-us-israel-trump-03-06-26?post-id=cmmedmjyi00003b6rvdi3zom1

Video scroll down the page..

[Waltzing]

82 air borne readying for deployment.

https://www.youtube.com/watch?v=tjVQjtL62WM

[Waltzing]

OIL where is it going.. UP how high... https://www.reuters.com/world/middle-east/qatar-energy-minister-warns-war-will-force-gulf-stop-energy-exports-within-weeks-2026-03-06/

what is your petrol pain point...

[Waltzing]

Did the shoot down show a little problem in the middle east? no cant be...there are a lot of people on all sides that arnt always on your side...

Mover says it is almost intentional or is mover just suffer from "all pilots are rational"..

well that is the end of the Eagle record and 3 in one day!!!!

https://www.youtube.com/watch?v=RUbckcEa7sA

[BlackPeter]

OIL where is it going.. UP how high... https://www.reuters.com/world/middle-east/qatar-energy-minister-warns-war-will-force-gulf-stop-energy-exports-within-weeks-2026-03-06/

what is your petrol pain point...

I guess I understand why Mr trump continues this exercise. If Golf states have to stop using a force majeur clause - this is the ultimate evidence that trump is equivalent to majeur! Plenty of translations for majeur (depending on context), but uncontrollable is one of the ways to translate it.

But apart from that - I hear Mr trump is worried about the outcome of the midterm election later this year - and even MAGA (Make America Go Away) dickheads want to get cheap gas for their SUV's and boats during summer. So - no matter, how the war continues - Trump either will annex a part of Persia (make the country next to the strait of Hormus #55? or alternatively he might build a pipeline for the gulf states to export their gas. If both things don't work he probably makes a pact with Putin and allows him to sell cheap oil.

So - I guess we can be sure oil prices come soon down again .... force trump will make sure for that. But hey - doesn't trump mean uncontrollable?

[Waltzing]

if we look back over 3000 years persia was never controlled for long like many parts of that region...

To build pipelines you need boots on the ground and we know how that end up...

The third carrier is going in and they will have to overwatch the water ways... lot of flight hours coming up to lock down the area but drones can fly a long way...

UK to send one of its carriers...

This is going to cost a fortune..

and someone pays... the tax payer...

maybe this time DUMP has really jumped off the cliff....

Probability here does not look good...

Remember Vietnam... now where are those Iran protesters?? maybe the ones Trump needed are sadly no more....

This will need a lot more hardware to bring to a close... a lot...

Unless they get lucky but maybe they will just carpet bomb shortly...

The BUFF has a problem though a lot of the fleet was supposed to go into new engines...

And its a big job... how many BUffs have they got for the carpet job..

[Waltzing]

its an FF... alert people FF....

could be some buying oppo's coming up here...

FF!!!!!

https://www.cnbc.com/2026/03/06/iran-us-war-oil-prices-brent-wti-barrel-futures.html

[Waltzing]

well people.. convoys.. who remembers the "WATU" team, calling raspberry!!!

https://www.youtube.com/watch?v=KxTb-bVG1RY

calling all escorts...

has the US navy got enough ships to create convoy cover? or does it need both overwatch and NATO?

https://www.cnbc.com/2026/03/06/trump-navy-strait-hormuz-iran-oil-tanker.html

this is turning out to be the big show down after all...

where does china stand now...

[BlackPeter]

well people.. convoys.. who remembers the "WATU" team, calling raspberry!!!

https://www.youtube.com/watch?v=KxTb-bVG1RY

calling all escorts...

has the US navy got enough ships to create convoy cover? or does it need both overwatch and NATO?

https://www.cnbc.com/2026/03/06/trump-navy-strait-hormuz-iran-oil-tanker.html

this is turning out to be the big show down after all...

where does china stand now...

Ah well, apparantly they use now in Russia the term "Teheran in three days".

Clearly it didn't work for Putin with "Kiew in three days" (its now year four and Kiew is still unoccupied), and so far it looks like Dumb just didn't learn from Putins mistakes but repeated them. 

So - whats good for investors? More defence (or war?) stocks?

[Waltzing]

should have bought oil futures.. instead buy e bike manufactures and everyone tries to fit there supermarket basket on an e bike carrier...