Most experts from both “sides” of the political spectrum aren’t seeing a scenario in which the current conflict will be over quickly. Trump can call this a, “limited excursion”, but Iran views this as total war and their regime won’t be ousted anytime soon.

The Strait will remain threatened unless we put boots on the ground. It cannot be secured from the air alone. Boots on the ground cause further spiraling and deeper involvement.

We have a 4-6 week cushion from the release of the SPR. After that the American economy will be far less insulated. If this persists for months then we’ll see large disruption of supply chains ala Covid-era and massive inflation ala post-Covid… We aren’t in panic mode yet, but it sure does feel a lot like we’re all doing our best to be positive about something that there just isn’t much reason to feel positive about.