05/04/26 Afternoon CommStock Report – War or No War but No Deal Either

President Trump said that ‘he was not satisfied’ with the latest Iranian proposal to end the war. That is not surprising as there was no capitulation from them in it. He also says that negotiations are making great progress. That I do not believe. His latest plan to guide rather than escort neutral parties through the Strait, Project Freedom, lacks the required definition of the distinctive difference between the two…as to guiding versus escorting. As of this writing, Iran has not yet bought into it. In fact, quite the opposite as they were reportedly instigating new attacks. As commercial ships moved to attempt to take advantage of being quidded out, Iran struck the UAE and ships with drones attempting to foil the effort to escape. Watch your news-feed for updates. The President previously lamented that negotiations were struggling as they had killed the original set of Iranian leaders that they had been talking to. The evidence is that there is new top-level leadership functioning as well as a mosaic military command structure that acts independently but also follows orders. While the President told Congress otherwise, there is definitely a war going on around the Persian Gulf. The White House says…