---
title: 'TRUMP ANNOUNCES IRAN PEACE!! HORMUZ TO OPEN!'
source: 'https://youtube.com/watch?v=rn0-SyS7dfI'
video_id: 'rn0-SyS7dfI'
date: 2026-07-01
duration_sec: 1912
---

# TRUMP ANNOUNCES IRAN PEACE!! HORMUZ TO OPEN!

> Source: [TRUMP ANNOUNCES IRAN PEACE!! HORMUZ TO OPEN!](https://youtube.com/watch?v=rn0-SyS7dfI)

## Summary

The video discusses a breaking news announcement by Donald Trump regarding a peace agreement with Iran that would reopen the Strait of Hormuz. The speaker connects this to a previous JP Morgan analysis and a massive options bet predicting a drop in oil prices. The analysis focuses on the potential market impacts, including lower oil prices, reduced inflation expectations, and a boost to interest rate-sensitive stocks.

### Key Points

- **JP Morgan's Prediction and Options Bet** [0:02] — JP Morgan published a piece arguing for an imminent deal, advising to sell oil and buy airports. A massive $129 million options bet was placed on Tuesday, predicting Brent crude would fall to $90 per barrel by the following Tuesday.
- **Trump's Announcement of Iran Deal** [1:25] — Donald Trump announced via Truth Social that an agreement with Iran has been largely negotiated and the Strait of Hormuz is expected to reopen. The deal is subject to finalization.
- **Expected Impact on Oil and Bonds** [3:56] — The speaker expects oil to fall sharply, potentially to $80-85, which would cause bond yields to drop. Bond yields have been in a 'danger zone,' and this deal could alleviate that pressure.
- **Bullish Catalysts: Inflation and Rate Hikes** [9:27] — The deal is expected to reduce inflation expectations and diminish fears of a rate hike, which would be bullish for stocks. Interest rate-sensitive stocks like housing and autos could benefit.
- **Market Breadth and Labor Market** [10:05] — The deal could broaden the stock market's breadth, which has been narrow and focused on hardware stocks. The speaker also notes a strong labor market as a bullish signal.
- **Geopolitical Nuances and Cuba** [13:00] — The speaker discusses the geopolitical implications, noting that Iran may retain management of the Strait of Hormuz and that the deal does not prevent Iran from acquiring nuclear weapons. The situation in Cuba is also evolving.

## Transcript

Well, well, well, well, well, well. Holy
smokes. It looks like that JP Morgan
deal or announcement was on to
something. This is really weird. And I
think this is why you want to be
subscribed to the channel. But
yesterday, we literally talked about how
JP Morgan had a piece that literally
argued position for an imminent deal.
Now, I presumed that was probably
because the Pakistani delegation had
just landed in Thrron. Uh, and they
essentially argued by they said buy
airports, which I I was wondering if
they meant like the airlines and sell
oil, but they actually even looked at
insider trading bets or maybe not
necessarily insider trading bets, but
somebody making some big money bets,
right? Uh, and they're like, "This is
quite interesting. a massive options bet
on Tuesday that would see a $129 million
payout if Brent fell to $90 per barrel
by Tuesday
was placed. So, literally somebody on
Tuesday placed a oneweek call option bet
and they would stand to profit $129
million if oil fell to $90 per barrel by
Tuesday, the day after um Memorial Day.
Well, here we are today. Donald Trump
has just announced that an agreement
with Iran has quote largely been
negotiated and the straight of Hormuz is
expected to reopen. Now, we'll believe
it when we see it, but we have been
seeing JP Morgan has also been arguing
it that the blockade in Hormuz has not
been fully enforced.
See, there are signs that something is
happening. The US Hormuz blockade is
clearly not being enforced. And we just
got a truth social post from Donald
Trump. I'm in the Oval Office at the
White House where we just had a very
good call uh with the president of uh
Saudi Arabia, the UAE. Uh you've got a
bunch of other folks from Qatar in here.
I mean, boy, he went through and listed
from Egypt, Jordan, Bahrain, and
uh well, I mean, dele negotiators uh
from Iran all related to a memorandum of
understanding regarding peace. an
agreement has largely been negotiated
subject to finalization which in
fairness like every deal that Donald
Trump does is like a concept of a plan
and then it's sort of like it still has
to be finalized by Congress or their
leaders or this that or whatever right
so like the market trades off the
concept of the plan
uh but anyway an agreement has largely
been negotiated subject to finalization
between the United States of America and
Iran as well as various other countries
as listed
Separately, I had a call with BB of
Israel which like likewise went very
well. Final aspects and details of the
deal are currently being discussed and
will be announced shortly. In addition
to many other elements of the agreement,
the straight of Hormuz will be opened.
Thank you for your attention to this
matter. This is actually huge because it
it means what we heard yesterday and
again this is why you want to be
subscribed to the channel. Yesterday we
pointed out that JP Morgan had this
piece arguing, hey, prepare for an
imminent deal. Sell oil, buy airports.
Again, I was a little confused by that
whole, you know, by airports part, but
whatever. The point is, they were right.
Uh, and so what we have here is uh
apparently uh this uh you know, catalyst
that could actually potentially push uh
a lot of our stock market to even
greater all-time highs. Now, what I
think we want to pay attention to this
week is, first of all, obviously, we
expect oil to come down sharply. And as
oil comes down sharply, we're going to
expect to see bonds, bond yields come
down sharply. That's really, really
important. In fact, I was just reading,
where did I put it? I was just reading
Oh. Oh, I threw it away. Uh, of course,
I threw it away. I was literally just
reading Barren and uh they've had a
whole section in Barons about how bond
yields are moving into the danger zone.
Uh and I'm like ah well we're a deal
away from bond yields collapsing. They
talked about Nvidia needing a new big
plan. They got to stop focusing on just
the hyperscalers even though they keep
getting more and more of their business
from hyperscalers which is pretty
remarkable. I think it's like 70. No,
I'm sorry. 55% of their revenue is
coming from um from the hyperscalers,
right? And then Jensen's trying to like
get everybody focused on um uh you know,
oh well, smaller companies, Neoclouds,
they're important, too. Not as Yeah,
bond yields are heading towards the
danger zone. See, I knew it was in here.
So, like you literally have a lot of
doom and gloom about how high bond
yields have been going. And the big
thing that we want to watch for now is
bond yields escaping the danger zone.
Now we could literally do the absolute
opposite. See, if we get oil that
actually crashes, which it probably
will. It'll probably I don't think it'll
go all the way down to like 60 even with
the straightfor because it's still going
to take some time to repair some of that
damage and refill stock piles. Stock
piles are like mega mega low right now.
But I think we'll probably, you know,
that whoever placed that call option
that's going to be getting $123 million
of profit because they happen to make a
bet in a oneweek call option that's
going to profit them over $100 million
that, you know, a deal would be signed
this weekend. Crazy. Um, certainly not
insider information. I actually think
they're right on their target that oil
is likely to fall just below 90. I
wouldn't be surprised if it's like 85 or
80 at the beginning of the week. But
what that does, it means well what it
does is it means that the top of bonds
is where we've been saying. You've been
watching the channel, you've been
talking about or you've been listening
to me say 457
is the peak. Go away. 457 is the peak.
And we've seen that, you know, four
times here historically. We're about to
set a new peak for this. So, you have to
think what's probably going to do really
well on Tuesday when the market reopens.
Well, honestly, some consumer stocks
could do really well, but also those
interest rate sensitives. If you look at
some of the companies that are really
sensitive to interest rates, total crap.
I mean, you've seen uh the mortgage
codes get destroyed. You've seen some of
the autos get destroyed. There are a lot
of interest rate places uh or even
housing related stocks, whether it's
Home Depot or Lowe's or whatever. There
are plenty of stocks you could think of.
Ask AI about your favorite mortgage, you
know, interest rate sensitive stocks.
You don't have to ask me, but a lot of
them have just gotten decimated through
this extra surge of inflation. We just
had bargain on Friday talk about, yeah,
you know, I also am in favor of removing
easing bias language and considering
hikes. All of that now goes away, which
is really, really bullish for the
market. In fact, there was another thing
in Barren here that I thought was really
bullish. This one I saved on my desk.
This was really cool. Uh, so take a look
at this. A smarter a smart way to size
up the labor market. See, this is why
you got to read the newspaper, right?
Uh, I'll let that come out. Smart way to
size up the labor market. See this?
Look, it's old black and white print.
How pretty. Uh, okay. So it says here,
one way you can historically tell how
strong the labor market is is by
comparing your prime age worker, the
worker between 35 to 44 and comparing
that to the broader unemployment rate.
uh and if the 35 to 30 or uh 35 to 44
increases by 1 percentage point overall
unemployment rate follows a month and 3
months later uh 3 months later you see
this stair stepping up. The same thing
happens in reverse. Well right now the
35 to 44 range is sitting at just 3.1%
unemployment which is way lower than the
official 4.3% we have. So it's actually
a bullish signal. So now here are the
things that you want to think about uh
on Tuesday. Okay, on Tuesday uh with
Hormuz opening or concept of opening,
right? Okay. Uh oil down probably to 80
to 85. Uh the uh insider Dbag uh who's
profiting 127 mil on uh oil options
betting uh oil will drop to uh 90 uh by
uh May 26 with a oneweek call option.
has plenty of money to join the alpha
membership at meetke.com. Coupon expires
May 26th, which is actually the exact
same date their option expires.
Okay, but you already know about that.
Uh but also in addition to oil falling,
you have to think inflation expectations
will come down with that. Okay, that
means fears of a rate uh which I I never
thought was going to happen and I've
said that in many videos. Fears of a
rate hike uh are going to diminish
rapidly uh rapidly, you know, bullish
for stocks, right?
uh and uh interest rate sensitives uh
rate sensitive stocks you know housing
related
uh certain autos certain uh durables
right should do well.
Uh what that does that actually broadens
the uh stock market's breadth which is
literally the problem we've had right
it's only been hardware stocks so this
announcement that the straight of form
moves is expected to reopen uh that
Donald Trump has a deal an agreement uh
that is mostly finished with just the
final details currently being discussed
discussed and will be announced shortly
and BB of Israel is on board and that
the agreement is largely done basically
is really really good. It's very
bullish. Right? Again, in my opinion, it
drives oil down. It drives inflation
expectations down. It kills the fear of
a rate hike. It boosts interest rate
stocks. It broadens the stock market's
breadth, which has been horribly narrow,
right? Those have been the problems that
we have. All the while, we still have
the labor market uh recovering from the
hell of Q4. Like, if you were watching
the labor market numbers in Q4,
especially during the shutdown, you were
probably getting nervous. You're like,
crap, you know, this doesn't look good.
This is a labor market that's about to
ghoul speed and it's going to go, you
know, here's the line and it's going to
smash right through that break even
employment line and all of a sudden
we're going to be moving towards a
recessionary trajectory. But what we've
actually seen is we've stabilized at the
line and we've sort of bounced off of it
which is crazy. But Tuesday morning as
well, we'll get the uh weekly ADP
numbers. So I'll write that down as
well. weekly ADP on Tuesday morning uh
for the week ending May 9 should be out
uh at 5:15 a.m. IMO I think it's 515 or
530 in my opinion that's uh going to be
strong you know 30 to 40k per week which
is very strong relative to recent
history uh and that should also be
should also be a bullish catalyst so
we're actually loaded up at the moment
with the potential for really good uh
bullish catalysts which is very exciting
um so I'm I'm I I think this is
fantastic Now, um, overall, I'm curious
to see what all of the very details of
this deal are. We don't actually know
yet what's going to happen with that
enriched uranium. How similar is this
going to end up being to the Obama deal,
the Iran nuclear deal, uh, essent, you
know, of of, um, 2015 that, uh, Donald
Trump, you know, hated on for years
during every election campaign. But, uh,
here's the Wall Street Journal's piece
on this. We are near the finalization
uh of a deal.
Uh let's see. Trump uh let's see here.
Trump said the PAX terms are are largely
negotiated would be revealed shortly.
The agreement, if completed, wouldn't
achieve Trump's main goal of preventing
Iran from ever acquiring a nuclear
weapon, but it would prevent a restart
of the war in the Middle East. Right?
Nobody really wants that right now. So,
you know, it's somewhat a failure,
right? Because the purpose of the entire
conflict was to prevent Iran from ever
having a nuclear weapon, and here we are
failing to do exactly that. Uh, we're
just trying to prevent going back to
war. Got it. Uh, an agreement largely
negotiated is to be finalized. Trump has
told aids and counterparts that he
reserves the right to resume attacks on
Iran should tan fail to abide by the
accord. He says this all the time, but
every time he says this, he just
literally turns around and tacos on
himself. Like, we have bet on basically
every single taco since uh the beginning
of April. I said, "This is going to be
the most frustrating and hated rally."
Uh we said basically every Tuesday,
anytime Trump has made a threat, he's
just going to end up talking tacoing
again. And I think I've had too many
tacos to count over the last uh eight
weeks. But it's been fantastic for the
overall market. the index level and
hardware. Obviously, there are plenty of
individual stocks still in the software
sector or other sectors like housing or
rate sensitives that are not doing as
well, but they actually might get a
boost now following this agreement. Uh
let's see what else the um Wall Street
Journal here has to say. There only six
comments. Okay, let's uh let's add a
comment here. Moon.
All right, there we go. Oh, it went
through. Okay, cool.
uh complete amateur hour from the
Americans, all that firepower and no
brains or strategy. The Iranians emerge
far stronger from this and the US is
significantly weakened. Well, I don't
necessarily disagree with that comment.
I know that sounds really like
anti-American and aggressive, but I
actually don't really disagree with them
because we kind of Donald Trump kind of
got humbled with how much our military
could do, right? He kind of got big ego
following Venezuela and then he tries
that in Iran and oh crap Iran gets
something they didn't have before the
right to toll hormuz and split those
profits with Qatar uh and they didn't
give up any of their nuclear dust the
highlyenriched uranium right in addition
to that you've actually had threats that
Donald Trump might do a similar thing in
Cuba but what we've seen recently is
that the United States has sent uh the
the I think either the head or the
co-head of the Central Intelligence
Agency to Cuba to start preemptively
negotiating with the Cubits. Uh Cuba, I
think it was a Wall Street Journal
article. Trump,
let me see if I could find the article
on it. Uh might have been I mean this
was this was a couple couple of uh weeks
ago, so I might not quickly be able to
find it, but anyway. Uh see, there it
is. C yeah, it was a couple of weeks
ago. It was May 14th. Reuters, CIA chief
visits Cuba as Trump urges sweeping
changes. You don't send your CIA
director or or chief or whatever you
want to call him to Cuba if you're about
to bomb them. CIA director John
Radcliffe on Thursday delivered a
message from President Trump uh to Cuban
officials in Havana that the US would
seriously engage with the island's
government on economic and security
issues if fundamental changes took
place. And so in other words, they're
trying to use the threat of military
action and they're trying to use
diplomacy beforehand.
Cuba says it's ready to negotiate. Cuba
is open to changes to its economy and
government and eager to negotiate with
the United States, but does not believe
that the United States is negotiating in
good faith. Well, because that's what
they did with Iran, right? Oh, yeah.
We're talking to Iran. We're talking to
Iran. Things are going good. Things are
going good. We just bombed them. You
know, that's the same thing that
happened under Operation Midnight Hammer
last summer. We're talking to them. It's
going great. It's going great. It's
going great. And we just bombed them.
Same exact thing as we had this
February. So, I don't really blame the
Cubans for being skeptical here. But in
fairness, in response to this person's
comment, they're obviously not terribly
wrong, in my opinion, at least given
that the United States has kind of been
humbled a little bit, at least uh in
being able to bully a country that's
significantly smaller into submission
because we didn't really win everything
here. If anything, Iran, while they took
a lot of beating and and damage from
their military infrastructure from that
point of view, you know, they might be
up on the Hormuz deal. So, it's going to
be really interesting to see what the
details are. Uh, but anyway, so, um,
we'll see what happens with Cuba. I
think what's I mean, you've even got
this. US surveillance flights off the
coast of Cuba. More than 20 surveillance
flights, have been tracked since
February. US military aircraft,
including both drones and crude
surveillance planes, have been
conducting intelligence gathering and
recon flights around Cuba since February
as Donald Trump tries to ramp up
pressure on the communists. So I find
that very interesting. So we'll see how
that develops. But again, broadly now,
if we do get Hormuz uh reopened here, uh
even if it's just the hope that okay,
it's going to get reopened very soon,
which is the announcement here from
Donald Trump, right? Uh if you're just
now uh tuning in or you fast forwarded
in the video or whatever, Donald Trump
announcing that we essentially have a
peace agreement called a memorandum of
understanding regarding peace between
the United States, Iran and other
countries in the Middle East. The
agreement has largely been negotiated
subject to finalization which again is
basically every single deal that Trump
has ever done. You know like you realize
that we have a Chinese trade deal with
well China, right? US and China have a
trade deal. That trade deal is not
technically final. It's just a one-year
temporary deal that expires this
November. And in this last visit where
Trump went to China, they didn't even
extend it. That was one of the big
things that a lot of people thought
would happen going to China. They I mean
there were people like, "Oh, FSD is
going to get approval with Tesla.
Jensen's going to be able to sell H200s.
There's going to be an extension of the
tariff truce between the United States
and China." None of that happened. The
only thing we really got was a small
beef and soy deal, which doesn't even
bring us back to the numbers where we
were before Donald Trump's tariff
disaster. So Donald Trump is cheering
that, you know, soybean purchases by
China from the United States were like
here and then they fell to here and
Donald Trump is cheering that they've
gone to here. So, so it's kind of like,
you know, you're cheering it's gone up a
little bit off the bottom, but you did
kind of lead it to plummet. So point is
that's normal actually that Donald Trump
doesn't really finalize these deals yet.
Uh and so hence the market is in my
opinion is going to rally off of this a
lot. So, uh, let's take a look. And
which is also really remarkable because
again, this is what, uh, we talked about
yesterday in the video where we said,
"Hey, a deal is about to get reached."
And we talked about this JP Morgan piece
where JP Morgan is pointing out that
somebody, if oil stands to fall to $90
by Tuesday, which is, I think, exactly
what's going to happen, somebody's going
to make a $129 million payout. Now, we
should probably like investigate who
those people are. But the problem is
you're no longer allowed to investigate
people, I guess, inside the Trump
family, including Baron Trump. So, some
people are just going to be getting away
with a big boat, and nobody's going to
be able to say anything because
apparently presidents now have immunity.
Anyway, this is going to be really
interesting because I have a price
target that I set at the beginning of
the month. Uh, and uh, it might have
been late April because we were like in
the 680 range or something. I feel like
somewhere in there. I can't remember
exactly where we were, but we have a
price target for the NASDAQ 100 of 725
uh, by the end of May. And uh, I'm I'm
sort of giving away some alpha over
here, but I actually think we're going
to boom right through that because, you
know, I expect we'll go green on Tuesday
on the back of this deal if it actually
comes. We'll probably be green. I We
only need to be green by about 1% and
we'll be at 725. We might honestly get
all the way up to like 733. We could be
up as much as, you know, 2% uh which
would be somewhere right around 733 on
the NASDAQ 100 as soon as Tuesday, which
is pretty remarkable. Uh and a lot of
that again is going to be driven by this
decline in estimates for rate hikes. So
remember, if you jump over to the
futures to see what futures traders are
doing, and I've been saying this on the
channel, this isn't a big secret. This
isn't like a you have to join the me
Kevin courses to to to know this. I
think Kevin Walsh is going to be an
anchor to interest rates. While it's
clear he's not going to be able to cut
yet, he's going to be an anchor and
likely keep rates stable rather than
force them up because there are some
people at the Fed clamoring for them to
go up. And that has led futures traders
to actually price in an over 66%
chance of a rate hike come the end of
the year. Now that's pretty crazy
because I don't think any of that is
accurate which is really bullish. So the
way that works is if the market is being
more bearish than you and if you are
correct that the market is being too
bearish, then you're going to get even
more bears that come off the sideline
and turn into buyers. In fact, I was
just reading that shorts on the triple
leveraged I can't remember what it was.
Let me see. I I actually I have it right
here. Sorry. I wasn't going to go live,
so I'm a little less prepared than usual
because I wasn't going to go live, but
I did save this on my iPad because
that's just what I do. It's Saturday,
you know, what a great day to sit around
and read and catch up on what Wall
Street is thinking. But somewhere around
here, there is uh a chart of
short positioning. Got it. The 3x bear
semiconductor
ETF, the direction daily. Uh I wonder
what the ticker is for that. Let me just
pull that ticker really quick. So that
is the uh direction daily semiconductor
3x ETF bear. So that is
socks S. Oh, I should have known cuz I
know Soxel, you know, we've been uh
we've been arguing that Sockil was a
great play since the beginning of April.
Uh but Socks S is the bare version. So,
the bare version uh has had this insane
volume uh volume that has skyrocketed in
May. So, more recently, you know how
we've been seeing a little bit more
volatility like Nvidia's kind of been
getting stuck. A lot of this could be
driven by some of this 3x leveraged
positioning, which usually shows up at
the end of the day where wow, more
volume's coming in. I guess we have to
go short more Nvidia, right, with
options or whatever. And then you get
hedging from from the market makers and
that blah blah blah blah. Uh let me put
it up on screen so you could actually
see the chart. There we go. Uh so here's
the actual chart. Uh and you can see
here this is the Socks S uh ETF and uh
that is you can see the volume here. Get
my little pencil over here. All right.
So
this is the Socks S ticker. And I mean
look at the volume since the beginning
of April. It's just this is massive
massive volume. Now, in fairness, you
know, uh semiconductors have been going
up. So, you sometimes you well, it's
actually it's dollar volume. Is it
dollar volume or share volume? Well,
they don't actually say cuz if the share
price is going down, obviously the the
uh actual underlying volume would go up
uh because you'd be trading more shares.
But anyway, regardless, some of those
people are going to get absolutely
smoked when the market opens up on
Tuesday would be my anticipation because
I I think this will likely end up being
a pretty broad uh bounce if we do end up
confirming this deal on Tuesday or
between now and Tuesday, which is very
exciting. Uh I would be looking some
other things I'd be looking for. It'd be
nice if we could actually get uh Nvidia
to break 227. It's a really struggle to
break 227. Uh, but that would be great
because that could help you keep memory
going. Uh, if Nvidia goes up, that
should help ARM continue its rally
because ARM licenses to Nvidia, the ARM
technology uh, for their CPUs, which we
know CPUs have been blowing up. House
hack, now known as Reinvest because we
reinvest profits from software into real
estate, right? Reinvest
and a little bit into stocks. Um, house
hack has a lot of CPUs and so we see it
and I mention this all the time. It's
not really a secret but it's because
we're building out multiple different AI
software and we need more CPUs than we
need GPUs and we've seen that transition
since March. So I I feel like I'm part
of that. Uh, but my the nice thing is it
helps me also be able to share that with
you and we can see okay well it makes
sense why CPU makers are doing quite
well right now. Uh, and AMD has been a
fantastic CPU beneficiary of this. So,
broadly and just to bottom line it all
here, I wouldn't be surprised again that
this it's actually $129 million call
option uh profit tier here uh will win
bigly as oil falls below 90. I do think
oil Brent will probably go down to the
80 to85 range if we actually get this
deal struck uh on a hormuz reopening. Uh
that person with the crazy insider trade
call option, I called him the dbag
because I think insider trading is
scummy but you know it makes people
money. um this person or or company or
whatever, their call option expires the
same day that our uh Memorial Day coupon
code ends for the alpha membership over
at mekevin.com. Remember, you get all of
the uh insights in terms of the alpha
reports every morning, all the courses
on building your wealth, tax benefits,
insurance, write offs, strategies for
sales, you name it. Uh but also our
course member live streams every day as
well as alerts. You can see that at
me.com. Uh I think inflation
expectations which just peaked on Friday
on the University of Michigan sentiment
survey will come down. Uh and fears of a
rate hike which we just saw on the CME
futures. Those will diminish rapidly.
We'll go right back to you know not
pricing in rate cuts for this year which
is where we should be and interest rate
sensitive stocks should have a field day
an absolute field day over this. uh like
you could probably honestly get like two
to four week call options on some of the
interest rate sensitives and do really
freaking well over the next few weeks.
Uh but I do think this actually has the
potential of broadening the stock
market's breath, which if you've been
paying attention over the last week,
I've been calling that we need to see
the indices hit higher levels. We need
breath to expand. This is exactly what
would make it happen. And before the
market opens on Tuesday, we're going to
review it in the course member liveream
and the alpha membership. So you'll know
if you're part of the alpha membership,
you won't forget about it because it'll
be the first thing I say in it what the
ADP result was that morning, that weekly
data, which is very very important. So
uh overall, uh this is uh this is uh
this is quite exciting. Uh I do uh so
there's a comment here. Ron says they're
still reviewing the proposal. Of course,
but we actually had notes. Uh hold on
here. There's a literally an update
coming out right now. Iran far says
straight of Hormuz would remain under
Iran's management. Okay, so this is this
is where it's very common when the deals
aren't like final yet and you're still
like, you know, with Donald Trump's
concept of a plan where Donald Trump
gets excited to announce deals. What you
have to remember is
Donald Trump does not want Iran to get
any money from the straight of Hormuse.
But Qatar and Iran have regularly been
talking about tolling the straight of
Hormuz as a solution.
I would expect that over time Donald
Trump is likely
uh to accept it to avoid going into some
form of war. That could be a a you know
lingering issue. Maybe Trump sanctions
them. Maybe there's some issues. But I
think you get the straight of who's open
again. You get some kind of maybe
tariffs against Iran but not back to
war. Take a look at this. Uh Iran and
Oman in talks over straight of Hormuse
ship payment system. This was actually
posted yesterday. Uh Iran has actually
two days ago. Iran has discussed
partnering with the Gulf state of Oman,
an American ally in a system charging
fees for vessels passing through the
straight of Hormuz, ignoring the Trump's
uh the Trump administration's demands
against demands for payment to pass
through. It's unclear if anything
concrete will come out of it. Blah blah
blah blah blah. Point is,
yes, there could be little loose ends.
There are always little loose ends and
each side's going to be like, well, it's
not perfect yet. It's not perfect yet.
But this is this is all in line with
Taco. This is all in line with things
improving. Hopefully, we get uh a
continuation of this great news uh
between now and Tuesday and then we can
figure out some kind of long-term
solutions after that. But honestly, I
think this this payment system, this
tolling system, that's a mop-up issue.
It's not a critical issue. It's a mop-up
issue. Uh so, uh yeah, I'm not too uh
too terribly concerned about that. Uh,
so we'll see what happens. Obviously,
I'll keep you updated. Subscribe on the
channel. You know, I just popped out of
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Memorial Day. We'll see you all soon.
Goodbye and good luck.