First, here’s a clip from the Hormuz naval blockade — the footage is from IRIB, Iran’s state broadcaster. Please listen to the full clip since there’s a brief pause (one minute total time):
“Footage released by Iran’s state broadcaster (IRIB) appears to show US ships fleeing Strait of Hormuz after warning from Iran’s navy.” (The Independent)
“Iran navy warns US destroyer to turn back from Strait of Hormuz” | Iranian navy audio, source at The Independent,
https://youtu.be/LRIizI1koF4?si=3Uvu8XsN4A_gGMzM
The IRGC leaders currently in charge of Iran represent the same murderous regime that has been in place since 1979, even if the names and faces have changed. But now, Iranian military capabilities are heavily damaged, and its nuclear program has suffered a setback of years.
What trade-offs to consider as we think about where we stand now on Monday, April 13th? A longer discussion will come next Sunday. For now, a quick three-minute minute YouTube is offered. Here’s the link:
Recommended Reading:
On Substack this morning (April 13), Shanaka Anslem Perera, citing the IR, characterized the “dangerous kind of stability” evident at the Strait of Hormuz on April 11.
https://substack.com/@shanakaanslemperera/note/c-242638636?utm_source=notes-share-action&r=1hfyu
Also from the Kotok Report:
“Iran Ceasefire Quick Note” | Kotok Report,
https://kotokreport.com/iran-ceasefire-quick-note/“Stocks From Liberation Day to Iran War” | Kotok Report,
https://kotokreport.com/stocks-from-liberation-day-to-iran-war/
Disclosure:
The information posted on this website (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of David R. Kotok. David R. Kotok is an independent contractor. He may independently receive payments from various entities for consulting, advisory and board functions, speaking fees, book royalties, advertisements in affiliated podcasts, blogs, and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator or by David R. Kotok.
Nothing on this website constitutes investment advice. It should not be construed as an offer soliciting the purchase or sale of any security mentioned. Nor should it be construed as an offer to provide investment advisory services by David R. Kotok. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
This content, which may contain security-related opinions and/or information, is provided for informational purposes only. Do not rely upon it in any manner as investment advice. It is not an endorsement of any practices, products or services. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
