The United States and Israel were winning the 2026 campaign against Iran. Then Washington gave up the advantage. The June 17 memorandum it signed traded decisive leverage for a framework weaker than the 2015 nuclear deal and financed the adversary it was defeating. This analysis shows the siege was working and a disarmament settlement was within reach; addresses the “oil clock” case for a fast exit; and documents how Israel, a key partner in the campaign, was sidelined in the aftermath…. The outcome was a choice, not a necessity.
Read the full essay at Real Clear Politics
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He founded PVT Capital (AFSL number 546090), which provides income and growth strategies to wholesale clients.
Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.
Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
Gordon’s analysis assumes that the war with Iran is now over…. a VERY flawed assumption. A tactical retreat, to replenish oil stocks and armaments, is not a capitulation. And his comparison of the JCPOA with this MOU is quite ridiculous. In 2015, Iran had both nuclear and conventional-weapons industries, and the JCPOA simply slowed them slightly at enormous cost. Today Iran’s military capabilities are decimated… Gordon even claims that the JCPOA had an “intrusive inspections regime”… what a joke!