Ceasefire? Your Quick Take on Today's Events...

Commentary from The Distilled Perspective of
Patrick T Bulger, Capital Management & Analytics

Iran Cease Fire is temporary
It's not over till it's over.

1) Negotiated Regime Change?

2) No Regime change with total behavioral change?

3) Or no real change.

• How many decades of “Peace Talks” have we observed?

• Cease fire is a pause not solution,
  over is the only over, and we're not there yet.

From Historical Observations
Cease fires can be
Time to rearm.

• Based upon those who've supported Iran,
  I'd be very cautious of what's being readied, steadied & aimed in our direction.
• When you face someone with destruction,
  They’re a button press away from stalemate:
  Not victory.

Over is the only over, and
That seems like a long-shot

• I see no claim of victory here.
  I just see a temporary delay.

I'll remain optimistic, yet realistic.

• Note, the timeframes of carrier group GHWB occurs within this period.
• With recent UK & EU airspace decisions,
• Who's the delay really for?
• Did we lose the ability to launch appropriately?
• Recent replacement of many top Military Personnel...Original LinkedIn post below:

Running your portfolio on hype of trying to trade a war is not investing.

The prewar February 27, problems are right where they've been & some have become worse.

Note these previous posts:

Click here, Noise-of-de-escalation-action-of-escalation

Click here, Weakest-q4-retail-since-the-decline-into-the-gfc

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Best,
PTB

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