Situation Monitor #3: Iran, Western Hemisphere

3/20/2026 Weekly Portfolio Update

I’m not gonna lie - this is a very tense times for me. What I’ve been saying can happen as a result of the US entering this war with Iran is materializing right in font of our eyes. People that are not interested in global power struggles are starting to see the impact of this war at the pump. Pretty soon they will notice it everywhere - developed economies will see another round of inflation while some developing economies are bound to experience shortages. Some countries already see the price of essentials going up:

Khaosod English@KhaosodEnglish

Thailand’s retail sector has reported fresh price increases in essential goods, with palm oil and bottled drinking water both rising due to higher production and energy costs, according to the Thai Wholesale and Retail Trade Association. Somchai Parnrattanacharoen, honorary

9:20 AM · Mar 20, 2026 · 475 Views

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Those analysts who are not sounding the alarm with me are either high on hopium, delusional or propaganda mouthpieces. Remember them, their aim is to make you feel good rather than provide sound analysis that can help you make decisions. Choose your analysts wisely.

Accurately predicting the course of this war is a bittersweet victory, but I will continue to provide my forecasts backed by skin in the game to counter the plan trusters. In fact I’m finishing up my Strait of Hormuz escort operation forecast that I hope to publish tomorrow. In the meantime, catch my portfolio update where I expand on my reasoning around Iran war and the western hemisphere. Posting on X is one thing, providing rationale is another.

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Iran