Trump JUST Taco'd | What Trump & Iran **JUST** Said

Just seconds ago, Donald Trump clarifies that, quote, "We will not be attacking Iran at any time prior to midterm elections to be held in the United States on November 3rd. We will not be attacking anytime and we are having productive discussions with the Islamic Republic of Iran. This is exactly what we thought would end up happening, that there's no chance in hell this is happening before the election." Now, in what you're about to see, I'm going to break down the exact negotiation that's going on. I just want you to know that there are some reference into references in this where I'm like, they're talking about making battle plans. This is all just part of the negotiation though. Ignore it. But since I filmed that, Donald Trump has come out and said, "Yeah, pretty much Kevin's right." So, keep that in mind when you go through this. But watch the rest because the rest gives us a very clear breakdown on where these negotiations are and how I think this is going to play out. So far, it's playing out exactly as planned. And if you want to see more about Kevin's mindset, remember that today is a coupon code expiration day for reinvest one.com. I'd love to see you there. Reports indicate Sentcom has been ordered by the Pentagon to finalize preparations for major combat operations against Iran. Now, Axios reports that the directive didn't include a specific date for launching strikes and President Trump hasn't made any final decisions, but the move is an indication that strikes against Iran could resume even before the midterm elections. Reports, yeah, this is not ideal. And so, let's break down everything that's going on because the Iranians are trying to start digging in and this could create some complexities. In fact, here on Alazer, we can see Iran says they won't give up uranium enrichment uh enrichment or surrender stock piles. This is coming at the same time as the United States has responded to Iran's request to a 7day ceasefire. And so, understand the order of operations here for a moment. Iran wants a seven-day ceasefire. Then they want to negotiate the nuclear issue with the United States as to what kind of deal they want to make with the United States. The United States says, "No, no, no, no. We're going to deal with the nuclear issue first and upfront and then we'll open up the straight of formoose." So, we're actually really, in my opinion, going back and forth because of this nuclear issue. And now we're getting this public negotiating that's giving us Donald Trump saying and uh leaking to reporters at the Atlantic and Axios that there are now new plans in place to go back to strikes. The military military has been ordered to be ready for possible strikes in Iran. This, by the way, driving up oil prices quite a bit. We were at 105. Again, keep in mind when we were at quote unquote peak fear on the NASDAQ 100, which was around $700 when we made the peak fear claim on the NASDAQ 100, uh Brent was at about 109. We are almost back to that one month ago pricing of around $109 per barrel. Part of it because of these threats of renewed strikes in Iran. But in addition to that, you have China. China's got a problem. Just here in October, China, as the economist is covering thoroughly here, China has removed or killed their export licenses. And this is coming right ahead of I think they call it their golden week in China, which is here. The prospect of further pain to the pump explains why the government stopped issuing export licenses on October 1st, the start of a golden week national holiday when fuel demand often surges. It is unclear when the freeze will end. And because China has run its stockpile so low, see, China's fuel stocks are disappearing fast, the country is essentially having to buy this fungeible product, barrels of oil, uh, in the global markets. And that is helping push oil not just back to $100 per barrel, but now back over $15 per barrel. So you have China running out of supplies. You have them issuing an export ban. At the same time, we have talk about potential escalations in Iran. Military order to be ready for possible Iranian strikes. Here's the Axios piece. The Pentagon instructed Sentcom several days ago to conclude preparations for resuming major combat operations in Iran. Now, this is important because the last time Sentcom was really only given two days to put together strikes and then they ended up striking a a wedding instead of a cell tower because they don't properly validate uh some of the targets or they're relying too heavily on like a Palunteer's Maven software and this is problematic. You need that human in the loop reviewer. Human in the loop very very important. Uh this is also how a school with over 123 school children deaths occurred allegedly where the United States had outdated intelligence that hadn't been updated for over 15 years and they relied on it with AI that said looks good but the underlying assumptions in it were wrong and then you ended up killing 123 plus school children which is obviously devastating and now Iran can use that as their branding that the Americans are truly the terrorists who were killing children in this war. It's all a disaster. A big disaster. But so where do we stand on the state of negotiations? Today is October 8th and we do have some negotiation updates we're going to cover. I do want to mention that also today is coupon code expiration day for Reinvest 1. This is the first time we are doing a price increase on Reinvest One and we honestly underpriced this product. 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So consider using that coupon and lock in that lifetime access. that lifetime access you keep for life. No extra payments for reinvest one. Now, what's the going on with the state of negotiations? So, obviously the nuclear negotiations are a big deal. In fact, two days ago, we made a video and said it's not a surprise that the president of Iran says, "Hey, yeah, we're open to negotiations. We just don't want to give up any of our rights." When they talk about rights, generally what they're talking about is nuclear enrichment rights. And today, unfortunately, we got a little bit more sort of bearish color on exactly this. You can see that right here. Iran says it won't give up its uranium enrichment or surrender stockpiles. So, these are two now leftover poopy dupy problems that we have to deal with with the situation with Iran. There are two issues here. Number one, should Iran have the right to enrich any nuclear fuel? Nuclear fuel obviously can be utilized for nuclear energy purposes. But the problem is the byproduct of producing nuclear energy uh creates products like plutonium which could end up being turned into weaponsgrade material. That's not good. Iran, the last time we cut them off of the JCPOA, went from like 8% highly enriched, well, 8% enriched uranium to now 60% quote unquote highlyenriched uranium with a total of at least 450 kilograms uh of of that product, kilograms of that product. That's a lot. And part of it is because we've stopped doing weapons inspections or nuclear inspections in Iran. And so now, of course, the big question is, how can we catch up with inspections? And do we authorize Iran to have the right to enrich? And if we give them the right to enrich, are we destroying the nuclear non-prololiferation agreement? The non-prololiferation agreement was sort of a non-binding 1968 policy that hey, like we're not going to create nukes. And then of course, you know, now we got a bunch of countries like Pakistan that has nukes, Israel's got a bunch of nukes, like a North Korea's got nukes. And wow, what a surprise. Donald Trump calls North Korea's, you know, fearless leader his buddy and that they're on good terms. He's also rocket man and has a lot of nuclear bombs. And that's what Iran wants, right? They want to stop having their sovereignty threatened and they see nuclear weapons as a path to going, "Don't mess with us. We've got a nuke." Okay. Problem is, the United States wants to stop them from getting there. But if you have a peaceful enrichment program, that's part of the process to getting nuclear weapons. So that's the issue here. So, where we stand right now, and let's try to clear this up. Where we stand right now is the Iranians are reviewing our response to their 7day proposal. We could see that right here. The foreign minister of Iran has just said that Iran will respond to a proposal within the next few days from the United States. So, let's clarify this. We're going to use an orange marker here. So basically what we have is Iran issues a 7-day proposal and that 7-day proposal includes open uh and then we'll talk on the nukes, right? So it's basically open the straight of hormones first and then we're going to talk on the nuclear weapons. That's a little messy over there, but whatever. You get it. All right. The United States is basically responding. So the US response is nukes now. Okay, that's got to be part of the discussion now. Now the tables have turned in this negotiation. Back in April, Donald Trump was on the back foot. D WAS LIKE, WHOA, this is a lot harder than I thought it was. And so Donald Trump was basically desperate to get any kind of deal to stop the stock market from collapsing, which you know was selling off quite hard. So he had to take any deal, even a bad deal. So it's no surprise that deal unraveled because Donald Trump found a new position of power. Economic sanctions combined with air travel sanctions combined with a naval blockade has now put Iran on the back seat or back foot. So the tables have really turned here. Now the United States is not in a rush to make a deal. The US was in a rush to make a deal. Now there's less of a rush to make a deal. And the the Iranian economy is suffering as a result. Uh but the US response plan is now expected to get a response from Iran uh you know a counter to the counter so to speak within a few days. So Iran reply is now expected within days. Okay, I'm going to show you that in just a moment. So that's where we sit right now at the bottom of that orange section. You can see right here, Iran's foreign minister has suggested that Tran will respond to a US proposal within the next few days as indirect negotiations between the two sides continue through mediators. Speaking to reporters, he mentioned that the negotiation process remains ongoing with messages being exchanged. We presented our proposal which was put forward under the 7-day plan. That's the open the straight of hormuz remove the blockade and then we will talk about um the nuclear issue and Iran's benefit of that would be getting oil out and getting some money in getting some supplies in getting more bomb equipment in from Russia and the Caspian Sea or whatever. Wherever they're being blockaded or they're probably still getting some of that wherever they're getting blockaded you are getting uh a lot of pressure on Iran. You could actually see that here in Alazer. Uh, I want you to see that. Uh, if I scroll down, let's see here. This is Jameson Greer arguing that the straight is basically open. Here it is. Iran's finance minister said that worsening inflation and rising prices have caused significant hardship for the people and the decrease in purchase purchasing power has put a lot of pressure on the people. However, measures are being taken and I hope they will show positive results without disclosing more details. So, in other words, the Iranians know they're getting squeezed. Donald Trump knows they're getting squeezed as well. The only thing that Donald Trump has pressure with is the Federal Reserve meeting uh over on the 27th is when we're starting. So, I think the window for a deal is around here, which roughly aligns. Today is October 8th, so we're right here at 108. and somewhere over here we're going to get a response call it 1012 and the US could potentially sign that deal maybe subject to you know some small modifications or some extra pressure that Donald Trump puts on them in this range that's my map for this obviously it could be wrong I think some of this talk about Iran's not going to give up their god-given right to enrich or whatever I think that Donald Trump this is my opinion will ultimately fold on that and will say all right as long as you guys are open to weapons inspections which they said they are. Both the foreign minister and the president have both agreed they are okay with weapons inspections and that they just want to enrich for their peaceful program. So then you have to have really strongly monitored you know inspections. Are they going to you know stick to that? I don't know. But the point is there is a lot of pressure right now on the steel. We've had multiple tankers about 13 tankers struck between uh September 29th and October 8th. That's bad. The United States is not responding to those strikes because the United States does not want to go to war before the election. Donald Trump is threatening to, but I think that's all it is. I think it's just a threat. I do not think them returning to war and actually oil prices going up even more is what Donald Trump wants before the election because Republicans will absolutely get shellacked. It will be a disaster for Republicans. And it might be so bad, and I don't know if it's possible, but it could be so bad that Democrats end up with a supermajority in the House and Senate, and then they can override everything Donald Trump does with a twothirds vote. Everything. They can shut down everything Donald Trump does. I don't think that's likely. You know, the odds of a super majority are probably less than 5%. But I'm just saying if things go bad over the next few weeks, which they could because of uh an expanding war, then then you're basically handing that to a possibility to Democrats. So I don't think this is going to happen because of that. So you can see here, US and Israeli sources say the war the these resumed strikes could happen before midterm elections and possibly before the Israeli elections. No way. I think the odds of this are very very low. And I think their meeting at Camp David was sort of a way to signal that, oh, the last time we met at Camp David, we had Operation Midnight Hammer and you saw what came out of that. We bombed the crap out of the Iranians. We obliterated them. They're trying to send that signal that they're willing to do that again. But that's all they're doing in my opinion is they're playing a a noisy signal game. And it like I get it. It's uh it's uh you know somewhat manipulative if you will. [laughter] So uh I find that very interesting and uh ultimately I uh I think that uh this uh this is all this is all part of the MMO. It's all part of the grand game in negotiating this deal very publicly. Uh, and I do think that the more oil prices go up between then and now though, especially with this Chinese demand coming into international markets, we do have the potential for some volatility here in stocks like we've been seeing. Treasury yields keep coming back to my 527, so that's good. But oil prices keep going up, which is not good. Uh, you know, we're at 105 now on Brent, so there's some pressure. Mind you, I'm also going out of town tomorrow, so I won't be live tomorrow. uh or Monday. So, that could be part of the reason as well. Anyway, uh go check out Reinvest One and join us over there. Thanks so much for watching and as always, >> oh man, your boy Kevin just lost lots of money. Oh, that's okay. I am with you. With you. >> If you like that video, check this one out. I think you're going to love it. >> Why not advertise these things that you told us here? I feel like nobody else knows about this. >> We'll we'll try a little advertising and see how it goes. >> Congratulations, man. You have done so much. People love you. People look up to you. >> Kevin Praath [music] there, financial analyst and YouTuber. Meet Kevin. Always great to get your take.