Transcription
All right. Well, you might want to sit down for this one because apparently the global script just got rewritten and nobody bothered to even tell the experts. I mean, so here's the headline, right? So, Donald J. Trump just flipped the entire Middle East overnight. Yeah, overnight. So, meanwhile, half the media was probably still debating the pronouns and eating cold pizza.
But here's where it gets really good. Okay.
>> The straight of Hormos is fully open and ready for business and full passes. request you return to original port of call in Iran. Al copy over. >>
Everyone was bracing for more chaos, more war, more the sky is falling. But instead, boom, the straight of her moose suddenly open. Oil is flowing, ships are flowing, markets are breathing again. I mean, the markets are actually breathing like they just got off of life support. Oh, but wait, guys, there's even more, guys. There's always a catch, of course, right? So, I ran. Well, they're basically standing outside like they forgot their IDs at the club, right? So, sorry, not tonight. You're not getting in. Oh, and now absolute confusion. Okay, you got oil prices dropping. You got the S&P 500 shooting up like it saw a ghost. I mean, yeah, world leaders are absolutely scrambling. You got Benjamin Netanyahu reportedly getting told, "Hey, um, maybe don't bomb Lebanon today." and just blinking like, "Wait, what?" I know it's absolutely crazy.
Meanwhile, you got Hezbollah. They're still lurking. The region's on edge and somehow all of this dropped on Truth Social like it was a weather update. So, what just happened? I got trees fall tree stuff from the trees falling down on my lap. Anyway, the question is, what just happened? Why now? And like, why does it feel like everyone in charge just got caught flatfooted? Stick with me, guys, because by the end of this video, I have so much to drop with you. By the end of today's video, you're going to see exactly how this whole thing flipped and why the people who were supposed to be seeing it coming somehow didn't see it coming. I guess they missed the memo. But hey guys, if you enjoy watching reality hit faster than the headlines, keep watching. Definitely subscribe to the channel right now. And if this leaves you sitting there like, "Uh, you got to be kidding me, Ron." Then go ahead and hit the like button on the way out. Totally appreciate you. And of course, if you or a loved one are on Medicare or getting close to that time, there is free help through Chapter. I'll left a link for you in the description down below this video.
>> Iran announced Friday that the straight of Hormuz is open to all commercial ships now that there's a ceasefire in Lebanon and will remain open for the duration of the 10-day truce there. On social media, President Trump hailed the announcement, but said the US military blockade on Iranian ports will remain in full force until a US Iran deal is reached. On Thursday, he said the next round of negotiations could take place as soon as this weekend. The war in Iran is going along swimmingly. We can do whatever we want and it should be it should be ending pretty soon. >>
The president made the comments last night in Las Vegas where he attended a round table promoting his no tax on tips policy.
>> Everybody is looking at their tax return. They're getting tremendous amounts of money back, much more than they thought. >>
So picture this guys. You got Donald J. Trump. He's sitting there. His voice is completely shot. I mean, he sounded like he had just got done screaming at a co college football game for four straight hours. I mean, he sounds horrible. Like, his throat is got to be like he needs a throat loss. So, then he just casually says, "Yeah, I've been yelling at Iran all day."
>> I'm sorry. What >> have you been negotiating a lot all day? I mean, is that why your voice is >> I've been screaming at Iranians all day? Yes. A little bit of a laryngitis because of my I've been screaming at Iranians. So they leadership screaming at >> you know why? Because that's the only thing they understand. They don't understand being nice. They understand >> the way I have to do business. I treat >> So not reviewing diplomatic channels, not we're engaging in some strategic dialogue. No, he says I've been screaming at them like you can't even make this stuff up, guys.
Now here's the thing. That moment right there, that tone, that chaos, that was your first clue, okay? Because when things sound this unfiltered, this raw, this unscripted, it usually means something big is already happening behind the scenes. Mark my words, guys. You're going to come back to this video, you're going to you're going to be like, "Yo, Ron, you called it." And sure enough, it was because while everybody else was expecting another slowmoving political chess game, something flipped overnight. Okay? No warning. There was no heads up. There was no buildup. Just boom. And suddenly everything that you thought was about to happen Yeah. Go ahead and throw that one out the window because what came next nobody saw coming.
So then out of nowhere, okay, it drops. Not in a press conference, not through some polished media roll out. No. Right on True Social like it was another Tuesday afternoon post. The straight of Hermoose is open. Let that sink in. Right. So this is one of the most important oil choke points on the planet, guys. This is where, you know, global energy flows. This is where the tension spike, right? This is where the wars start. And right now, open, ships are moving, oil is flowing, markets are breathing again, and everybody's like, "Wait, hold on a second. Wasn't this supposed to be getting worse? Wasn't this heading toward escalation? Wasn't this where things were supposed to explode?"
Here's a twist. And and this is where it gets really, really interesting. Okay, it's open for everyone except Iran. Oh yeah. So, the world gets relief, but Iran totally locked out. Now, that's not diplomacy. This is strategy. This is pressure. Okay. This is basically flipping the entire game board without firing another shot. And if you're sitting there thinking to yourself, "Okay, well Ron, this is a pretty big deal." Well, you're right. But trust me guys, we're just getting started. Now, of course, if you haven't followed the channel already, please follow the channel.
So, think about what just happened. All right, the straight of her moose is open, oil is flowing, ships are moving, and the global economy is basically breathing a sigh of relief. But then you zoom in and Iran is standing there like, "Wait, what about us?" Denied, blocked, cut out. And this, my friends, this is the part nobody predicted because this isn't bombs. This isn't missiles. This isn't nukes being dropped from the sky. This is something way more dangerous. This is economic isolation. This is kind of like opening up the highway for everybody except one car. And that one car is stuck at the gate watching everybody else drive through. So, the message is crystal clear. The world moves forward. But you, no, you don't. You don't get in the club. You don't have to wait outside the club. The bouncer is not letting you through. And when Donald J. Trump does that. This is not random. This is clearly leverage. And this pressure here, this is pressure without even pulling a trigger. This is really forcing a decision. And right now, Iran is absolutely feeling it.
>> We've got some breaking news to bring you right now. The markets opening right now. The bell sounding to some good news out of the Middle East following that ceasefire agreement between Israel and Lebanon. Now Iran's foreign minister has just announced the strait of Hormuz is fully open for the duration of the truce. The president, President Trump later confirmed the news on social media thanking Iran. That announcement already sending oil prices plummeting while US stocks are now set to open higher. It looks as though we are seeing a massive movement in what had been a critical impass in the way of trying to not just impose this ceasefire between the US and Israel on one side and Iran on the other but in trying to extend it further beyond its twoe limit. So as we've been seeing talk about more talks in Pakistan to try to extend this ceasefire to try uh to restore it. I mean this is the thing is that it was really hanging on by a thread. Now, it looks as though with the straight open, with now the ceasefire in Lebanon, north of where I am here, it looks as though the ceasefire can proceed. >>
And real quick, guys, if this made your draw drop as much as it made mine, even a little bit, send this video to one person who still thinks that nothing's changing because something big just did.
And so, now here's where it gets even crazier, okay? Because this is not just pressure from the outside. No, it's really what's happening inside of Iran that we need to pay attention to, okay? They're starting to turn on each other. I mean, you got lawmakers going after their own foreign minister. I mean, they're talking about impeachment, not Trump impeachment. I'm talking about Iran's internal cabinet talking about impeachment. Why? Because he said something that calmed the markets. H. Now, think about how insane that sounds, right? Not because he messed up, not because he escalated things, because he made things look stable. This is why they want to impeach him. Now, this tells you everything about how fragile the situation is. Really,
>> you can make the argument that the Iranian regime can argue all day long that they have there to continue to play a key role in the politics in Lebanon through their proxy group Hezbollah. But I think it's um I think the Islamic Republic is really lost, you know, following the 12-day war and also that the current economic situation in Iran and the conflict that they've been managing with the US and Israel. It's, you know, it's debatable if Iran continues to really maintain that level of influence through Hezbollah in the politics of of uh Lebanon. However, it can continue to cause instability and destabilize Lebanon and the neighboring country through Hezbollah. Now, I understand that one of the um one of the points that uh was discussed during Islamabad talks were uh the conflict in Lebanon and and Iran support to proxies and surrogates. you know, the Islamic Republic, they've never come out um uh in during the negotiations admitting to this support. Uh they always said that their support is um uh spiritual, it's not financial. Uh but but in reality, we know the support is financial and it's it's through weapons and arms and funds at the same time. This is how much pressure that these folks are under. Because when your entire strategy depends on tension, on fear, on uncertainty, the last thing you want is calm. So now they're arguing in public. It's crazy. They're pointing fingers at each other. They're scrambling. And when a government starts fighting itself like that, that ain't strength. This is cracks in a system. This is the beginning of losing control.
Now, here's the scary part, okay? When things start breaking on the inside, this is when unpredictable decisions happen on the outside. Now, trust me, guys, the ripple effect, we're already seeing it. We're or we're at least starting to see it. So, the second the straight of Hormuse opens, boom, oil prices start dropping fast. I mean, we're talking about a sharp move down toward the low80s per barrel, $80 per barrel, low 80s per barrel. And in in oil terms, this is not a small move. This is a statement. And why? Because fear just got pulled out of the system.
The president told Arua Jeng that Iran had agreed to virtually everything the US was pushing for when the war started. That includes the removal of enriched uranium, which he says the US will do in coordination with Iran, although an Iranian official later denied that. President Trump also said the regime had agreed to stop funding its militant proxy groups like Hamas and Hezbollah, and that the two sides will meet for talks this weekend. In the meantime, the US is still imposing a naval blockade of Iranian ports. Here's what the president said about that today.
>> What will it take to end the blockade? >> Uh, when the agreement is signed, the blockade ends. Soon as the agreement gets signed, that's when the blockade ends. >>
The opening of the straight comes as welcome news to the oil market. Iran announced the move after Israel agreed to a ceasefire with Lebanon. 20% of the world's oil flows through the straight and the closure has sent costs skyrocketing, meaning higher prices at the gas pump and grocery stores. All that being said, none of this is in writing yet. CBS News foreign correspondent MTS Taya got a firsthand look at the critical waterway.
>> Well, the announcement by Iran's foreign minister Abbas Aari that the straight of Hormuz which is just in these waters behind me has now been reopened for the duration of this ceasefire. It is a huge shift. Now we also have heard from the president who has also confirmed that the strait is now open again for the duration of the ceasefire. a ceasefire which is due to expire on the 22nd of this month. That only gives the US and Iran a couple of days to come whip with some sort of solution or it would seem that that blockade is back in place. >>
You see, when that straight is threatened, oil prices spike, markets panic, supply gets uncertain, and we all know markets hate uncertainty. But now ships are moving again, supply looks stable, and suddenly all that, you know, all all that we're headed for crisis talk, yeah, it's gone. Now, here's the part that really matters to you. Oil falling doesn't just sit on some trader screen. This actually hits gas prices. Now, I want you to pay attention to the gas price over the next couple of days and weeks, okay? This hits transportation. This hits groceries, this hits pretty much everything. So, while the headlines are busy arguing, this move is quietly shifting the cost of living. And it happened overnight. Energy, you know, one decision changed the flow of global energy. And so, if you really want to see how big this is, just look at the reaction from the S&P 500. It didn't hesitate at all. It didn't wait for a press conference. The S&P 500 didn't wait for some panel discussion. No, it moved. It just moved up real fast.
>> You take a look at a Goldman Sachs basket of the most shorted stocks. It's jumped by more than 13% this week. So, you know, we've been batting around the question of how much of this is fundamental versus technical. And it looks like technicals at least has some element that it's playing here. >>
Well, we get the closing bells here in New York on what is going to be a record setting day and quite frankly a phenomenal week. A phenomenal three weeks, if you will, here for US equity markets, which have not only clawed back all of the losses from the war in Iran, but have actually surpassed where we were at those pre-war levels. The Dow Jones Industrial Average on the day adds almost 900 points or about 1.8%. But let's take a look at the S&P 500. It closes at 7,126 and change, up 85 points or 1.2% at a record high. The Nasdaq Composite and the Nasdaq 100 each up about one and a half percent to record highs. the Russell 2000 that's going to close up 57 points or 2.1% at a record high. And I do just want to point out quickly, we're also seeing Dow transport surge 3% on the day to a record high. So if you weren't in the market, sorry, you you might have missed it, but this may not be the last big spike up because markets, they don't care about these narratives. They care about certainty. And the second that uncertainty around oil and conflict started fading, money rushed back in.
Now think about that, okay? one move and suddenly we went from braced for impact to everything stabilizing. Now, this is not normal, guys. This is not gradual. This is clearly a flip. And when markets flip like that, it tells you something important. The people with real money on the line, they see something shifting and they're betting on it. They're betting big time.
So, basically, everybody just keeps on thinking military bombs, strikes, explosions, right? This is what they're used to, right? But according to Donald J. Trump, this wasn't the real pressure point. No, this was the blockade. The United States locking things down. tightening the flow and controlling the movement. Now, think about how strategic that is, right? Bombs destroy things. Blockades control things. Big difference there because when you control movement, you control money. You control supply. You control timing. And suddenly, Iran isn't just dealing with external threats. They're dealing with a slow squeeze. No quick escape, no easy win, just pressure building every single day. Now, here's the part most people miss. That kind of pressure forces decisions fast because the longer it goes, the worse it gets. And right now, Iran is stuck in it.
So now, here's where people start doing the double take because right in the middle of all of this pressure, Donald J. Trump says something that sounds almost unreal. Okay? He says, "We're basically there." What? Negotiations almost done. Most points already agreed to. Now, here's the real kicker, guys. No money has been exchanged. Now, think about that for a second. No payouts, no drawn out concessions, just pressure followed by agreement.
Iran says the straight of Hermuz, a key global shipping channel, will be completely open to all commercial vessels for the remaining period of the Israel Lebanon ceasefire.
>> Lebanon is very exciting. I think we're going to have a deal. >>
The Iranian foreign minister posting the statement to social media, adding this is in line with the 10-day ceasefire that just began. President Donald Trump taking to his truth social account emphasizing the message adding quote the US Naval blockade the straight of her moves will remain in place until such time as our transaction with Iran is 100% complete. This as the US inches closer to a deal with Iran. President Trump saying any deal to end the conflict must start with a non-negotiable.
>> We can't let them have a nuclear weapon. Can't let them have a nuclear weapon. >>
The president adding the deal must include the regime ending all ambitions for a nuclear weapon and ceasing uranium enrichment. Meanwhile, the commander-in-chief facing questions on the impacts of the war with some drivers across the country paying $5 a gallon for gas.
>> Well, they're not very high if you look at what they were supposed to be in order to get rid of a nuclear weapon with the danger that entails. So,