Tim Miller

So it seems like we can communicate with them if we want to.

It seems like they're hearing the messages.

And it doesn't, to me, seem like a deal is very imminent.

Yeah, and part of the case for eventually reaching a deal is that it doesn't really seem like either side wants the war to begin again, right?

And Trump wants out badly, but they both want these face-saving negotiations.

I kind of figured that eventually, at some point, there would be basically two deals.

The Iranians would say they got one thing, and we'd say we got the other thing, and Trump would try to just flood the zone with BS and kind of move forward to try to cover up his humiliating defeat.

And maybe that's still how things end.

But it's certainly further away than the Trump folks want people to think as they try to calm the markets.

And, you know, on the markets, I guess the only thing that they've had any success with really with the war is jawboning the markets a bit.

And, you know, there's an Exxon executive over the weekend that said,

you know, basically that the oil reserves, if you like look throughout the world and all the countries throughout the world are, it's like unprecedented how low like the strategic reserves are.

I was looking at a chart yesterday about like the Japan, you know, petroleum reserves, and it's just like a straight line down.

It was kind of like an elephant trunk, you know, after being, you know, pretty steady over the course of the last few decades.

And so this exec said, he thinks that, you know, it's hard to predict a date exactly, but two, three weeks, you know,

We can see the oil prices jump to like 150, like way higher than they've been.

That's just one person's opinion, but we'll see.

But it does feel like they've been able to kind of put a lid on the damage because people just assume what you just said, basically, which is like eventually he seems to want to be out of this.

And so eventually he can just get himself out of this.

Like maybe he can.