Dr. Alan O'Sullivan

And it's difficult not to support his views.

So I actually wrote this report on Friday.

It's now Sunday, okay, because as I said, we were slightly delayed given the launch of the website and a couple of other things.

So I wrote this on Friday.

Another Friday, another peace deal.

How long will it last this time?

There does appear to be a bit more substance.

to this most recent ceasefire agreement between the US and Iran.

It also appears that President Trump has grown impatient with his friend Benjamin over in Israel.

The Iranians appear to have got what they wanted and entered Israeli attacks on Lebanon.

Just two problems that we can see.

One...

The Israelis are saying that they won't pull out of southern Lebanon.

And two, Trump is saying the US blockade of the Hormuz Strait stays in situ.

As expected, stocks rallied, bond yields fell and oil plummeted.

From a political perspective, it may be too little too late for Trump as polymarkets continue to indicate that the White House is in for a battering in November.

Expect the older concerns relating to AI bubble concerns and private credit to reemerge from the shadows.

If, and I said, that's a big if, this thing holds together.

Now, literally a couple of hours, you could say, later, we had a breakdown in this whole thing.

And we're back to kind of, not square one, but we're back to...