06/04/26 Afternoon CommStock Report – He Just Can’t Make Himself Believe it!

In my view the conflict with Iran is worsening rather than improving. Some believe that President Trump has gotten caught in what they call an “escalation trap”. “The escalation trap is a cycle where limited military actions fail to achieve their intended political goals, causing leaders to continuously escalate the conflict in an attempt to bridge the gap between military action and strategic outcomes. This cycle often leads to a widening, uncontrollable war.” I think that the president’s constant vacillation between additional military action and negotiation is because he is searching desperately for an exit from the trap without admitting he is caught in it. Israel does not want to end the war with Iran still functional enough to continue to be a threat. The US blockade will strain the Iranian economy but they will deem the political benefit, more strain on the global supply chain that will make everyone else hate us more, worth it. Even if some kind of superficial agreement is reached, it will not end the larger conflict. The Mid-East is the epitome of a “forever war” if there ever was one.   I also do not like being misled as to the state of affairs….