Iran War: One More Week Of Market Calm, Then Counting Down 100 Days To Tougher Times

2026-03-05 17:16:17 ET

Investment thesis.

With the Iranian regime apparently having survived the initial shock of having a large swathe of its leadership now removed, it is now showing signs of resilience in fast decision-making and a willingness to turn this into a conflict of endurance. On one hand, it is completely outmatched militarily, and is under heavy attack, with little to show as an effective response in terms of inflicting military success. On the other hand, with its immediate and seemingly unwavering decision to close the Strait of Hormuz, it has effectively taken the global economy hostage....

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