Clay Travis

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Look, I think it ultimately comes down to we will know based on ship traffic in the Strait of Hormuz how these negotiations are going.

And it's what I said yesterday.

So far, ship traffic does not seem to be anywhere near normal rates of ingress and egress.

And until it is somewhat normal, I think it's hard to argue that things are normalized.

Right before we came on, there was news that Israel is going to have direct talks with Lebanon and that, in theory, they may normalize relations.

That seems like it would be a significant outcome here.

Iran is saying that they expect the ceasefire to also encompass Lebanon, and that is an element of these negotiations.

There are reports that Trump called Netanyahu

and said, hey, we need to have some negotiations underway to stop the bombing in Lebanon as well.

And so, you know, I'm kind of in the trust but verify stage of what to believe on the ceasefire.

And to me, then we will see when we see the traffic in the Strait of Hormuz.

And I tweeted about this, but I do think one thing is maybe significant.

I don't know if you would sign off on this either, but see what you think of this.

One thing that is being reported is that Iran controls the Strait of Hormuz.

Every article you see, particularly those that are negative in nature, they say, well, now Iran controls the Strait of Hormuz.

What I would say is Iran has publicly announced basically that they are willing to enact terrorism that is blow up boats in the Strait of Hormuz.

I would argue the use of the word control is inaccurate there.

They are willing to engage in acts of terrorism.