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This is not one cycle rolling into the next. It is one regime giving way to another. Inside the same regime you get multi-year metal runs and a few years of higher rates. Across regimes the crashes required to complete the transition have historically been larger. The comparison that...

46,601 views • 21 days ago •via X (Twitter)

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BallNamed Willson's profile picture
BallNamed Willson21 days ago

The regime point lands. The part most portfolios miss is geographic: Mubadala published results and kept deploying through an active conflict. Patient sovereign capital positions ahead of the turn.

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A note on this memorandum of understanding between Islamic regime-US: The Islamic Regime is like stage-four metastatic cancer that has spread throughout the entire body. This cancer has only one goal: to survive at all costs. It drains every last resource and every drop of life from the host just to keep itself alive. Sometimes you can’t remove the tumor in one massive surgery, because the patient is already so weak that the operation itself could kill them. You have to take out the largest, most dangerous tumors first, then begin chemotherapy. Chemo is neither painless nor cheap. The patient usually gets worse before getting better. It takes time. If Trump simply wanted to eliminate the regime at any price, it would have been easy, completely destroying Iran would have destroyed the regime automatically. But that’s not what he wants. He wants Iran to survive. That’s why he has chosen the harder, longer road. This path is not easy. If it were, it would have been done a thousand times already. There will be ups and downs. Remember: Trump’s tactics are often momentary, don’t take them too literally. What matters is the overall trend and long-term strategy. Be assured that this regime has no place in the new world order, and Trump knows better than anyone that it is not reformable. And most importantly: Trump is not alone. Iran has millions of true lovers, both inside the country and in exile, even though almost the entire world benefits from keeping this regime in place. We will take Iran back. “Though the journey is extremely dangerous and the destination seems so far, there is no road that does not have an end, so do not grieve.” Javid Shah long live Iran

Ida Turan 🇮🇷 ایده توران

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