Anthony Pompliano

When demand destruction happens, then all of the analysts have to take the numbers down for everything.

And that's where we're kind of headed towards.

Do I think we're going to get up there?

Again, I think people making prediction on this are really trying to say when Iran is going to make the decision.

We know that Trump does not want this for the midterms, but

does iran want this gets back to my conversation about china we've bombed them and they want to secure some sort of leadership in whatever is left of the country and i think that means still showing that they're not giving up so i don't i literally i've listened to a bunch of people i have a lot of friends that are geopolitical strategists i was listening a couple weeks ago most of them have been wrong to this point

And it's not that they're wrong.

It's just they honestly just don't know.

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So there's a few things that are interesting.

So since the war started, Bitcoin is I think the best performing asset by a good amount too.

Gold has now fallen sharply and I think it's down 8% or 9% since the beginning of the war and Bitcoin

It's up five to six since the beginning, which is an interesting dynamic on itself.

Now, I said it last week.

I'll say it again.

Some of this is just mean reversion, meaning gold had outperformed significantly.

But I do think there's a couple of things going on with inside the Middle East.

You've got the UAE focused on liquidity for the banking system.

So they're already having to pump money into the system.

We do have an inflation issue that has picked up.