Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
It's almost a chess game- if anyone takes out Iran's oil production that would cut off their main income source, and also really irritate the Chinese who use most of the Iranian production.
+1
The Iranian regime needs to attack the U.S. to "save face."
These attacks may very well be symbolic.
Iran is currently very weak and knows the U.S. could annihilate their country if they overreach.
Iran is a global menace that has long been involved in war/terrorism via its proxies.
Their government refers to the U.S. as the "Great Satan" while Israel is known as the "Little Satan."
Israel initiated Irananian attacks to thwart nuclear weapon p…
"How will the Iran conflict affect the global balance of power?
Answering this question may seem a fool’s errand given how fast events are moving now that U.S. President Donald Trump has joined the war on Israel’s side.
A lot depends on whether Tehr…
"How will the Iran conflict affect the global balance of power?
Answering this question may seem a fool’s errand given how fast events are moving now that U.S. President Donald Trump has joined the war on Israel’s side.
A lot depends on whether Tehr…
David Sanger, a long-time NY Times correspondent who focuses on foreign policy and national security,
analyzes the situation after Trump's military strikes.
https://www.nytimes.com/2025/06/21/us/politics/trump-iran-risks.html?unlocked_article_code=…
Cool! I've always wanted my own personal jet. Do they cost very much?
You could purchase a light jet for a mere $3 million!
Be sure to allocate at least $500,000 for annual maintenance, inspections, and operations.
Annual costs of at least $200,000 …
From NY Times:
"A U.S. official said that six B-2 bombers dropped a dozen 30,000-pound bunker buster bombs on the Fordo nuclear site, which lies deep underground, and Navy submarines fired 30 TLAM cruise missiles at the Natanz and Isfahan sites. On…
From NY Times:
"A U.S. official said that six B-2 bombers dropped a dozen 30,000-pound bunker buster bombs on the Fordo nuclear site, which lies deep underground, and Navy submarines fired 30 TLAM cruise missiles at the Natanz and Isfahan sites. On…
The U.S. has bombed the Fordow, Natanz, and Esfahan sites.
Trump's corresponding Truth Social posts are below.
@realDonaldTrump . 1h
We have completed our very successful attack on the three Nuclear sites in Iran, including Fordow, Natanz, and Esfa…
The U.S. has bombed the Fordow, Natanz, and Esfahan sites.
Trump's corresponding Truth Social posts are below.
@realDonaldTrump . 1h
We have completed our very successful attack on the three Nuclear sites in Iran, including Fordow, Natanz, and Esf…
The Week in Charts (06/20/25)
The State of the Markets, including...
00:00 Intro
00:25 Stocks
16:37 Bonds/Fed
29:30 Real Estate/Housing
35:07 Commodities
39:06 Currencies
42:33 Crypto
44:36 Intermarket
49:04 Economy
Video
Blog
Iran has repeatedly claimed that its nuclear program is for civilian purposes only.
Yet, no other non-nuclear state has enriched uranium to 60% as Iran has done.
Before the recent Israeli attacks, it could take days to several weeks for Iran to prod…
I've found Morningstar's AI-generated "Analyst Reports" to be of little value.
These reports are usually incoherent and often include copious amounts of gobbledegook.
M* Analyst Reports created by humans vary in quality—some are very good while othe…
Definitely not advocating anything here but just thinking aloud...
It seems to be coming down to the question of the underground centrifuge enrichment installation at Fordow. That might be disabled by the US with the 30,000 lb "bunker buster" bombs…
Israel apparently does not have the capability to destroy the underground Fordo nuclear facility.
I wouldn't be surprised if the U.S. strikes this site with bunker-busting bombs.
An Iran without nuclear weapon capabilities would be a positive develo…
Trump post on Truth Social at 9:19 AM.
"We know exactly where the so-called 'Supreme Leader' is hiding.
He is an easy target, but is safe there - We are not going to take him out (kill!),
at least not for now. But we don’t want missiles shot at civ…
Good NY Times article.
I don't know if the U.S. stock market is in a long-term bubble but believe it maybe currently overly optimistic.
The tariff situation is unresolved, ramifications of the Israel-Iran war are unclear,
and Congress wants to pass …
Trump post on Truth Social at 9:19 AM.
"We know exactly where the so-called 'Supreme Leader' is hiding.
He is an easy target, but is safe there - We are not going to take him out (kill!),
at least not for now. But we don’t want missiles shot at civ…
"The board’s software is really difficult to work with this evening! "
Yes, I've encountered very slow response times this evening.
I've had to reload multiple MFO webpages in order to read/post content.
"He said he used to be worth about $60 million before he started speaking out
about the 2020 election and is now $10 million in debt."
Oh, what a horrible outcome for a true "American Patriot." /s
Mike Lindell can cry helplessly into his lumpy MyPi…
Iran has signaled via Arab intermediaries that it would like to end hostilities and resume talks
about its nuclear program as long as the U.S. doesn't engage in attacks.
There was no indication that Iran is ready to end uranium enrichment which is a…
"I really don't see this spreading to other Mideast countries.
They have no skin in the game and their silence has been deafening."
I agree unless Iran decides to strike Aramco operations, for example, in an act of desperation.
Took a quick look at Richard Mille watches on an internet shopping site.
There were 50 examples ranging from $132,250 to $1,380,000.
Frankly, I thought none of the watches were aesthetically appealing.
I have a couple of Citizen watches along with a Seiko watch.
Inherited an Omega gold watch that my father earned in 1976 for 25 years of service with his employer.
This watch is in mint condition and has never been worn.
Might be worth a decent amou…
Iran partially suspended gas production at the South Pars gas field (world's largest gas field)
after an Israeli strike on Saturday. It's unclear whether Israel will escalate attacks against Iran's
oil and gas industry in the coming days.
Israel had a credible plan to kill Supreme Leader Ayatollah Ali Khamenei in recent days.
The White House made clear that Trump was opposed to the plan fearing it would further destabilize the region.
Trump also issued a stark warning to Iran: “If we…
Individuals and family groups can also invest with Bowen, Hanes & Company.
The minimum required investment is not disclosed on their website.
"The firm operates according to a carefully formulated strategy, and is dedicated to our primary missi…
I participated in the No Kings Rally & March held in Seattle today.
Local reports estimated that approximately 70,000 people were in attendance.
The rally and subsequent march went smoothly - I did not witness any violence, vandalism, or arrest…
Donald J. Trump: "No President's Done More for Puerto Rico Than I Have."
After watching the following short video, the evidence is indisputable!
https://www.youtube.com/watch?v=qsmXSPMxBPI
"Will Trump send them paper towels?"
Yes, Trump will graciously provide the greatest paper towels¹ in the history of this nation!
Floridians can rest easy.
¹ Bounty - The Quicker Picker Upper
From Spencer Jakab's WSJ newsletter today.
"The question is where things go from here, and the good news for investors is that this almost certainly
won’t be one of the major energy-price shocks.
Helima Croft, RBC’s head of global commodity strateg…
