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in postSHORT
“declare the immediate and permanent termination of military operations on all fronts, including in Lebanon”
@KobeissiLetter · The Kobeissi Letter
US-Iran ceasefire collapses Middle East war risk premium in gold, removing safe-haven demand that built during active conflict
GOLDSHORT@ $44.29
$41.13+7.12%
since call Jun 18
peak +14.4%
“declare the immediate and permanent termination of military operations on all fronts, including in Lebanon”
@KobeissiLetter · The Kobeissi Letter
US-Iran ceasefire ends active Middle East conflict, removing the war-escalation catalyst that inflated defense contractor revenue expectations
ITASHORT@ $237.69
$243.69-2.52%
since call Jun 18
peak +5.6%
“Iran will make arrangements using its best efforts for the safe passage of commercial vessels, with no charge for 60 days only, from the Persian Gulf to the Sea”
@KobeissiLetter · The Kobeissi Letter
Strait of Hormuz reopens for commercial vessels under US-Iran MOU, restoring shipping routes that were disrupted by conflict
ZIMLONG@ $23.47
$25.62+9.19%
since call Jun 18
peak +9.2%
“the U.S. Department of Treasury will issue waivers for the export of Iranian crude oil, petroleum products and derivatives, and all associated services includin”
@KobeissiLetter · The Kobeissi Letter
US-Iran MOU unlocks Iranian crude exports and ends naval blockade, flooding global oil supply and crashing WTI
WTISHORT@ $73.33
$87.94-19.92%
since call Jun 18
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