Dr. Alan O'Sullivan

You know, disruption again, the Iranians saying they're going to close this trade and there's been attacks on tankers forced to turn back.

It's a mess.

It's a complete mess.

And you have to make one very important observation, and that is that the Iranians weren't attacking oil tankers before all this started.

And they've got real leverage now on Mr. Trump.

So looking at the global, what is this?

This is a macro scoreboard looking at global stock indices.

So at the top, I've got the U.S.

markets, the ticker, and priced as of close of the market on Friday.

And it's a sea of green.

And you have to ask yourself a question, as I've been saying, and sound like a broken record.

We've got two things going on that we haven't seen before.

We've got the biggest oil crisis, energy crisis ever.

I'm not talking about in the last 10 years, ever.

And we've got the highest trade tariffs in the U.S.

since the 1940s.

And yet we've got U.S.

markets at all-time highs.

Well, S&P 500 at all-time highs.

Okay, actually up for the year.