Sagar

So we have major strikes in Lebanon.

We also have, of course, the U.S.

strikes on Iran.

all of this happening under the guise of an alleged ceasefire.

We do not know yet what this is all going to hold.

We did have some indications, let's not forget, the Iranian negotiators, Ghalibaf and the foreign minister were in Doha as of yesterday meeting with the Qataris.

That's very important because the Qataris had come to them previously.

The Iranian negotiators, allegedly what they're talking with Qatar about is that Qatar is like the guarantor of some several billion dollars.

that are frozen Iranian funds by the United States.

So they would need some guarantee for some sort of a release.

But as of right now, things are not nearly as optimistic as, let's say, when we were talking 48 hours ago when we did our Sunday update.

Treat to Parsi.

His analysis is always worth kind of checking in on.

What he said is it's possible that Iran would sign this agreement even with these ceasefire violations with Lebanon.

But because Lebanon is being struck by Israel, that Iran would just ruthlessly pound the UAE because it is Israel's greatest ally in the Gulf.

And so every time that they would break the ceasefire on Hezbollah, they would break the ceasefire on the UAE and basically dare the United States, you guys want to go full back to full-blown war over Israel and Hezbollah?

Okay, that's fine.

We're going to keep pounding the UAE.

They get to keep pounding Hezbollah.

And if you want us to stop both of those things, then they need to end.