there’s a stronger case for buying the dip today than there was yesterday.
Look, I called it over the weekend: we struck Iran 10x harder than anything in 2025. Operation Midnight Hammer? That was surgical—seven B-2s, fourteen GBU-57s on Fordow and friends. This time? Scale’s off the charts. So yeah, blowback’s 10x too.
But here’s the strange part: markets didn’t wait for the fallout.
Futures popped at open yesterday—right as Iran’s salvo kept expanding. RTH bell rang, S&P clawed back like nothing happened.
Nasdaq up 0.36% after dipping 1.6%?
That’s not logic; that’s denial.
Everyone’s crowing about Iron Dome saves: missiles swatted, low casualties.
Fine. But it’s not about hits; it’s about disruption.
Planes grounded, Dubai’s skyline smoking, Strait dead.
Society’s paused—hotels empty, flights axed, people evacuating terminals.
That’s the real cost.
Pro-war folks say: “Worth it—the regime’s democide, atrocities, gotta end it.”
They’re not wrong on that.
But now?
That regime’s gone global.
Missiles on neutrals, oil choked, economies jittery. You escalated, so did they—and we’re all paying.
In short, there’s a stronger case for buying the dip today than there was yesterday.


