Some of them work for me and my wing, are deployed to CENTCOM at the moment, was checking on them yesterday. Been in the office all weekend. Spare me the sanctimony.

The sky is not falling and a lot of what you’re seeing in open source reporting (especially the MSM in the US) is false, propaganda, or being twisted to fit politician narratives.

 

Doesn't matter what the political situation is. What matters is that you're publicly gloating over the opportunity to supposedly make a few bucks off a situation that has ended, and will continue to end, human lives. Some of whom are your fellow Americans. Man, you're a piece of work.

 

I didn’t gloat one bit, I pointed out the facts of the matter for everyone reading this thread. I’m merely providing context for the fear mongers on here trying to scare people. Invest, or don’t because you’re such a good person . The markets will move regardless of your false sense of moral superiority. You better tell mgmt how morally wrong it was for them to hedge fuel contracts. You better not have a single investment in your PRAP that touches anything involved with this situation. If you’ve got one fund touching any govt contractor, oil or energy company, etc, you’re a hypocrite.

You wanna go there with personal attacks? Tell me about the sacrifices you’ve made over the last 25 years of this mid east BS. How many friends funerals have you been to, kids and widows you've comforted, folded flags handed to mothers, caskets you’ve saluted being on loaded and off loaded. I bet you can’t find half the places on a map you feign distress over. Guarantee there isn’t a single post from you decrying the 30,000+ killed by the regime over the last few weeks. Your self righteous moral high ground is laughable.

Go back to giving advice to the handful of new hires here that are junior to you.

 

Thank you for your service my friend.

ignore those that feel the need to pontificate a moral high ground to make themselves feel superior.

 

What? Market movements and strategies to take advantage of them have nothing to do with morality.

 

It is perhaps unfortunate and uncomfortable but our industry and more specifically our company will never be devoid from international geopolitics. We may need peace to prosper, but sometimes diplomacy really does us no good. Remember that the east coast wide body really is a shell of its pre covid self. While Covid is over the Russia/Ukraine war is not. Nor is its closure of Magadan Center (Russian Airspace) to all aircraft registered to countries that are participating in the economic sanctions against Russia that continue to hamper our far east ambitions. Think of lost revenue this causes the company without the ability to fly to Mainland China from the US East Coast. This is an example of our company not maximizing our potential coming from direct result of diplomacy and other forms of non military pressure which include sanctions. These tactics more often than not fail rather than succeed and that certainly has proven true for Russia/Ukraine.


In Iran's case, diplomacy and historic legal norms provide an umbrella to pursue ideological strategic aims using asymmetric warfare while denying conventional response and providing time and space to achieve nuclear deterrence.

Due to the Likud's government unwillingness to try diplomacy or at the very least refusal to tolerate the Islamic Republics buy time tactics, the TLV market for us may be temporarily shut down here and there, but usually returns quickly, where as Russian airspace has been closed since 2022.

Cognitive Dissonance I know

 

I know people that couldn't wait to invest in the defense cartel industry as the Ukraine spending bill were about to get passed.

All for the cry of "WE HAVE TO SUPPORT UKRAINE!!!!!!" whilst their shares continue to increase.......

Stop being a tool, see above. It's not a "MAGA" thing.

 

You have no idea who I am, nor how my extended family has suffered at the hands of the murderous , corrupt fanatics who started the "Islamic Revolution" and hold Iran in their grip. Few things would make me happier than to see them gone. One of my closest friends was murdered by a Hezbollah "martyr" while serving his time in the Israeli army. I have only hatred for that regime, believe me.
And I guarantee you I've spent more time in the Middle East than you have, unless you served at least four full tours deployed in that area.

But none of that means that I believe that there's a coherent strategy in place inside this administration for what happens next. Iran is a country of 90 million people, only about 60 percent of whom are ethnically Persian. It's a melting pot of many cultures, religions, and loyalties. It's also a country with a vast security apparatus -- there are over one million members of the Basenji, which given your extensive experience I'm sure you're familiar with. Anyone who thinks that the Iranian military and security state will simply "hand over their weapons to the people" (to quote Trump) is utterly delusional. What is the endgame here? Civil war is a very, very real possibility, as is the chances of more hard-line factions taking control. Are we prepared to invade Iran? That'd make Iraq look like Panama. There is no endgame -- there is no clear strategy -- and I have zero confidence that this administration has any plans for what happens beyond next week.

I don't see any posts from you, either. This isn't a political forum, after all, which is why you don't see me posting what you suggest.

It's funny how you think the fact I'm junior to you is somehow an insult or a statement that lends credence to your blathering.

 

Were you paying attention when we up turned/destabilized North Africa years back with a "lead from the rear" strategy?

Doesn't really matter who's in charge, we're not that great at it.

 

It’s an axiom as old as time itself, and it knows NO cultural bounds;

The downtrodden/oppressed/enslaved rarely want freedom more then to be the ones doing the trodding, oppressing, enslaving.

And boasts of an Ivy League education too!!!!!