Recent content by BlueSmoke

So the markets think this is good? Just my opinion, but I will really be surprised if there is anything in the proposal that moves the ball toward a resolution. But we might get a clue if Iran is feeling any pain is they give a little. So there's that to watch for.

You are correct, the Ford left in last few days after about 11 months deployment between the two wars. I'm still seeing the Bush & Lincoln in the area unless that is incorrect?

We don't know how much pain Iran can take. But they must be wondering how long we can maintain three aircraft carrier groups in the Middle East. Not to mention just how much pain the Gulf states can take. A game of chicken.

Iran's war is not just with Trump and Israel. They would like to bring the Gulf states under heal or at least give Saudi Arabia a black eye. So the whole thing could get resolved. The Gulf States including Iran would simply form a Board of Peace or Board of Reconstruction for the Gulf...

While some of this is the deficit, wonder how much of this rise in treasury's can be attributed to the war and oil prices? If much of it is, then I think we know between Iran and Trump which one will blink first. Would think Iran is watching this data point.

Well I disagree about your stated position. I don't see the U.A.E's primary focus being getting as much oil out of the ground while they can. Its a minor factor for sure. I think I just posted something else on it about my position that they have another primary objective. But we will see...

Factors to consider with U.A.E. withdrawal from OPEC. It's kinda hard to miss that OPEC is run by Saudi Arabi and the U.A.E. has never liked it. So to get away from Saudi control has to be a prime motivating factor. But interestingly, Saudi Arabi has a spending problem, deficits, and a not...

"very, very confident". SUPER What qualifies as a time like this ? I well remember that Iran drug Carter around for 444 days and didn't release hostages till hours after he left office. So will the current situation get resolved by the mid terms? By the end of Trump's time in office...

I am thinking with geography. How is Iraq, Kuwait, and a fair share of the other gulf countries going to get their oil out? Even Saudi Arabi only has a 4.5 million barrel a day capacity at their red sea port. Loading from there puts a shipping tax on any tanker that has to then go to Asia not...

He who controls the Strait controls who goes thru. I would imagine the U.A.E. is planning to pay Iran off.

So if this is about ramping up production, then how does the U.A.E. propose to get that extra oil out of the Gulf? Do they know something about the future instability of the Gulf that the rest of us don't?

Foreign money is buying our media property? Don't know if this is normally allowed, but should be at the top of the list of things that need to be corrected if we ever have a new administration.

Wow. U.A.E. is leaving OPEC so they can ramp up exports because of the price of oil? Now how are they going to export that extra oil? The pipeline to the oil Port outside the Gulf can only handle so much. Most likely they are being pragmatic and cutting a deal with Iran. This just...

J.D. is setting up a talking point that Trump (and J.D.) can't be held accountable for how this war has gone because they were lied to or misled. For sure that's what he is doing. Being against war or not, has no bearing on him leaking this.

Pretty sure you will be posting the part where she read what the shooter said about Pedo's and he jumped in assuming HE himself was the subject Pedo. Good on her part to point that out.