Anthony Pompliano

They have no family members there.

They could give two fucks about what happens in the Middle East as long as gas price is not $6 a gallon, right?

So that's all that matters for the most majority of the people around this world is, can I get on my flight?

Is food cheap, right?

Can I go about my life in the way I was going about it before this conflict started?

If the oil flows and there are still Israelis and Iranians and Lebanese and people all around the Middle East dying, nobody gives a flying fuck.

But if the oil is not flowing, we got a problem.

And so that's why all the chart that I look at for the Iran war is, what is the spread between those two contracts?

If back end oil prices start ratcheting higher, we know that oil is not going through the strait in whatever

toll or however you got to pay the Iranian generals to get your oil through the strait.

If you can do it and the back end oil prices stay contained, we're OK.

If that's not happening, then we got a bigger problem.

And so that's how I framed the Iran war.

This ceasefire, maybe it works, maybe it doesn't.

But if the IRGC, if the general say, for whatever reason, it's working enough for them to keep the oil flowing through the street.

It's working enough for the Trump administration to not essentially destroy a country of 90 million people with nuclear weapons or whatever the fuck they're going to do and deal with the pushback from other nations.

We're like, that's kind of fucked up what you did.

Then.

The death and the destruction might continue in the Middle East, and it doesn't fucking matter.

So I think that's how I sort of look at this Iran situation is look at the oil chart and look at that spread.