EMERGENCY ALERT🔥 TRUMP PROVOKING WAR! Rabobank On The Iranian Attack: - financialanalysis


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Wednesday, January 8, 2020


Will The Iranians Fold?
Trump's ordered drone strike on the Iranian general is one of three assassinations that have shaken the Middle East region TO THE CORE in my lifetime. I've seen war firsthand, witnessed friends taking bullets and I know one thing about Iran: revenge is being discussed.
Many speculate as to what that would be, when it will happen, and whether or not it will be aimed at Israel (as a U.S. proxy), or directly at America.
Iran is the largest nation in the Middle East, in terms of its reach into other countries and its influence.
Eliminating someone in such a high-ranking position is always a risky affair, but some people are irreplaceable. They possess a set of skills that make them unique – as was the case here – so it might be that this blow is especially devastating. This could be a boon or a disaster, so we'll keep you updated.
This, the art of statemenship, is a game, where high-level thinking is practiced.
In the world of venture capitalism, there are also people that are unique in their ability to detect opportunity and do make high-level decisions.
Peter Thiel, for example, was ranked No. 4 on the Forbes Midas List of 2014. That list comprises the best DEAL-MAKERS in the world, as in the entire planet. It's called the Midas List because the people in it turn every investment into gold.
The venture capitalists that make this list are 5-10 years ahead of the curve. Peter Thiel co-founded PayPal in 1999, before most people even dared to wire funds online. It sold to eBay for $1.5B just three years later.
In August 2004, Peter, then 37 years old, was the FIRST outside investor of Facebook and $500,000 got him a 10.2% ownership stake – that's an INSANE return.
Two years ago, Peter Thiel began to get interested in psilocybin, since he foresaw that modern research is unlocking the true potential of certain chemical formulations, which scientists and governments alike are looking to legalize for various reasons.
When Thiel invested in Facebook in 2004, social media companies weren't a global phenomenon, but they are now. When he invented PayPal, wiring money online was unheard of; now it is commonplace.
Thiel is also a major investor in a cannabis company that in 2018 SOARED by 500%.
He is a major investor in cryptocurrency as well; Thiel sees trends many years before the mainstream does.
There's no doubt that this is a GOOD INDICATOR that other major investors are coming next, then the retail public will storm the doors.
Mike Novogratz is also very much invested in psilocybin.
In November 2020, it is possible that the state of Oregon will become the first of the 50 states to legalize it. The investment niche will go from obscure to popular, just as we've seen with other KEY regulatory events that tilt the odds UTTERLY in our favor.
Yield Growth (US: BOSQF & CSE: BOSS) is already a holding company that owns international brands, such as Urban JUVE and Wright & Well. Flourish Mushroom Labs is the next catalyst.
The stock WENT DOWN 75% in 2019, due to its reliance on the cannabis industry – positioning now is YOUR OPPORTUNITY.
They've already filed a patent on psilocybin, but our BIGGEST CATALYST is that there are only 2-3 companies in this sector right now!
The importance of this is unbelievable.Rabobank On The Iranian Attack: This Is Either Theater... Or Theater Of War.Theatre; or Theatre of War
The day starts with news from Iranian TV, confirmed by the Pentagon, that Iran’s Revolutionary Guards Corp has fired “tens” of surface-to-surface missiles from within Iran itself at a US airbase in Iraq. US President Trump is aware of the situation and is monitoring it.
Iranian forces have not directly confronted the US like this before: previous attacks have come through proxies like militias. To attack so openly, and in defiance of US Trump’s recent warnings, and from within Iran itself, is a clear escalation that is also an act of war by any definition. For an Iranian economy in free-fall, which despite home advantage has no hope of actual military victory in a face-to-face confrontation with the States, this seems a remarkable, dramatic, and, most worryingly, illogical move.
At this stage, with news hazy and facts on the ground absent, there appear two realistic scenarios. One is that this attack is theatre to placate the large crowds who were so recently on Iran’s streets. The alternative is that Iran has genuinely decided to test Trump by also upping the ante. The only way to tell is if there are US casualties.
If we get images of dead and injured US soldiers, then the worst-case scenarios begin to open up. If no real damage has been done by these missiles, but Tehran gets to show the crowds it responded, then more positive possibilities are still available. We will find out shortly – but breaking news is that there are ‘only’ Iraqi casualties, according to its Ministry of Defence. It remains to be seen if that is a red line for Trump, or is the kind of collateral damage he was expecting after taking out former IRGC head Soleimani.
Given that this move from Iran appears totally out of keeping with their usual strategic acumen, either the loss of Soleimani has meant a total loss of talent, and/or self-control, or this is indeed a token level of revenge. I will *cautiously* stick to that interpretation for now.
However, as we go to press--and bearing in mind that much news at this stage of the fog of what might be war often proves not to be true in hindsight--Iran might have launched a second wave of attacks, Iraq announce military operation “Overwhelming Response”, and the Iranian air force has apparently been deployed and is in Iraqi airspace. Iran is also warning that if the US responds to this attack, the next wave of Iranian missiles will “destroy Dubai and Haifa” (in Israel).
Indeed, in Asia this morning we see oil up again, gold up again, USD/JPY at 107.7, AUD/USD at 0.6851, and US 10-year yields at 1.71%, down over 10bp – and all on this news, not due to a data-release.
Meanwhile, yesterday also saw China’s Global Times arguing that there is no rush for the US and China to sign a trade deal, and while underlining that it wants a deal, also implies that it does not agree to the terms set out publicly by the US side. Is this a last-minute negotiating tactic? Or is it a genuine reflection that the two sides are once again not on the same page, and that the deal will collapse, or not be complied with, or perhaps not even be signed? Again, this comes down to either theatre from China, or the US and China going back to the theatre of trade war. That should be injecting a high degree of uncertainty into markets – but Iran obviously just eclipsed them.

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