Markets are ripping higher on reports of a potential US-Iranagreement, oil prices are collapsing, and the NASDAQ could now be heading intoa full melt-up bubble phase. In this video I break down the Iran deal, theimpact on oil, Bitcoin, gold, the Strait of Hormuz, and why I think this coulddelay any stock market crash and ignite a 1999-style AI and tech rally.

I also explain why I remain heavily in cash despite therally, why I still hold oil positions, and how Bitcoin may be acting as areal-time stress indicator for capital flight out of Iran. If this Iran peacedeal holds, the implications for the stock market, commodities, crypto, and theglobal economy could be enormous.

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