Luke

Why do you think?

Well, forget about what I think.

What I'm being told is that, yes, their Navy is destroyed.

Yes, their Air Force is destroyed.

And this isn't where their power was.

Their power was in missiles and drones.

And I'm hearing we've destroyed less missiles than we thought.

There was a story talking about this on Reuters last week where we originally were taking Israeli intelligence, and they were saying, yeah, we got 70% in the first couple weeks.

Last week, Reuters said, well, it's closer to a third, which means it's probably a little less than that.

It's sounding, I'm hearing very credible rumblings that more of their missiles were deeper underground than we thought.

And the reality is, is these drones, it's not different for us than it's been for the Russians in Ukraine, which is to say something very important has happened in this last four or five weeks of war in the same way it happened in Ukraine, which is the very nature of warfare has fundamentally changed in a way that has arguably not happened since black powder rifles were used to take down heavy cavalry whenever that was four or five hundred years ago.

And that is that Iran is using missiles and drones to stand off the United States Navy in a naval choke point.

And so while there's something called Mahan Doctrine, which is you control naval choke points, you control the world.

And that has been in force for four or five hundred years.

British Navy, three, four hundred years.

British Navy under the British Empire.

taken over by the american with the united states navy navies have been the ones to control those naval choke points and here we have in live living color for the first time in three four hundred years a land based power and one oh by the way that is probably not even a top five and maybe not even a top ten military standing off the united states navy in a naval choke point the the the relative power dynamic has shifted so now you have this

I think when you layer that onto what we're looking at with oil, there's this massive markets I think are starting to discount, okay, there is some sort of major change taking place here.

And it's going to be a lot harder and messier to reopen this via naval force.

I think they're not sailing through because they don't want to wake up.