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Iran to Attack America.

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0:00

maybe even Americans here in the

0:02

homeland. So what's next in the Israel

0:05

versus Iran disaster? After all, the

0:07

Iranian parliament now officially

0:09

approving the closing of the Straight of

0:10

Formos. This still has to be approved by

0:12

leadership, but could the Straight of

0:15

Formos get shut? Could we see attacks

0:18

against civilians? Iran just this

0:21

morning saying they expect this war to

0:23

take two years,

0:26

not the two weeks or maybe a month that

0:30

the Israelis suggested, but instead two

0:33

years. Then again, others say it's been

0:35

going on for decades. So what's the

0:37

difference? The difference now being

0:38

that Iran is suggesting that if any

0:41

American or UK or French or Israeli

0:45

citizens are to die in the next few

0:47

days, it is solely the responsibility of

0:50

the United States and Israel. At the

0:54

same time, Iran is threatening to

0:57

counterattack within the next 24 to 48

1:01

hours. It's unclear if Iran is intending

1:04

to strike bases inside uh the Middle

1:08

Eastern territory, if they're looking to

1:10

expand some form of coordinated attacks

1:12

around the world. Elsewhere, you've got

1:15

the Chinese embassy in Qatar quote

1:17

unquote reminding Chinese citizens to

1:20

strengthen safety precautions. It's the

1:22

same thing that our State Department is

1:24

doing and saying, um, might want to

1:26

increase your global level of caution

1:29

over the next few days to weeks as we

1:32

await the Iranian response. And then of

1:35

course we have the question of was our

1:37

attack even successful? Well, of course,

1:40

this is where we can listen to a few

1:43

different points of view. one point of

1:44

view is the point of view of Donald

1:46

Trump, which is of course this was a

1:49

great success. But then it's probably

1:52

also worth considering that is it

1:54

possible that our strikes weren't a

1:56

success and what could that mean? Uh in

1:59

addition, what are we at least hearing

2:01

from people like uh you know Sean

2:04

Hannity over at Fox who says according

2:07

to sources, they have the answer in

2:10

terms of what ended up happening. Let's

2:12

listen to that and then we'll talk about

2:14

it. Uh let me let me give you a little

2:15

bit more detail. I'm I'm being told now

2:18

from a reliable source that Ford do they

2:22

believe it is gone. They believe it is

2:25

that has been wiped out. And again we

2:27

had discussed earlier in the week the

2:29

possibility of not one but two bunker

2:31

buster bombs again 30,000 lb bombs uh

2:34

being necessary to take out that one

2:36

deeply buried facility. Um I can put

2:39

clarification on Natans and Esphon. Uh

2:43

the other two facilities that you were

2:45

referencing and discussing. Uh the 30

2:47

Tomahawks from a submarine over 400

2:50

miles away took out the remainder of the

2:52

sites. Uh it it was believed the

2:55

assessment was that the Israelis had

2:59

taken out about 75% of those sites. So

3:03

it was basically completing the mission

3:06

uh that had begun with Israel on those

3:09

other two locations. Uh just to give you

3:11

clarification

3:13

now worth knowing that Sean Hannity is

3:16

almost a mouthpiece for the Trump

3:18

administration. So it's really not

3:20

surprising to see the Trump

3:23

administration essentially suggest hey

3:26

the mission was a great success. Of

3:28

course, the mission came under great

3:30

questions as we saw B2 bombers travel

3:33

over 37 hours. We heard reports that the

3:36

B2 bombers had access to a bathroom,

3:38

microwaves, potentially the opportunity

3:41

to take naps uh as as other uh pilots

3:44

took control uh of uh of of the aircraft

3:48

in crews. Uh but ultimately that at

3:51

least six 30,000 pound GBU57 bunker

3:56

busting bombs were dropped uh on the

3:58

Ford nuclear enrichment facility.

4:01

However, there have been plenty of

4:02

questions around the success of this.

4:05

Some people saying, you know, Donald

4:06

Trump missed and failed. Other people

4:08

saying it was a perfect direct hit.

4:11

Donald Trump actually coming out on

4:12

Truth Social later to say, see all the

4:14

sort of like white debris that you see

4:16

around the holes? That's all the

4:18

concrete that spit up and and started

4:20

spewing out of the hole because we

4:22

perfectly struck the facility. And of

4:25

course, this is where a lot of people

4:26

say, "How would you even know where to

4:28

strike the facility?" Well, generally

4:30

you you know where to strike and you

4:33

know the layouts of these bunkers

4:35

because of historic satellite imagery

4:37

that you could have picked up when the

4:39

bunkers were built back uh in you know

4:41

depending on which bunker obviously uh

4:43

in the late 2000s or even the '9s or

4:46

other periods where the bunkers were

4:48

actually built. And you save this

4:49

information in archives so you could in

4:51

the future

4:54

strike them if you need to or just at

4:55

least have the intelligence for them.

4:57

This is of course in addition to the

4:59

potential on the ground human

5:01

intelligence of spies or otherwise. Now

5:04

what's fascinating is over the last few

5:06

days there have been a lot of reports

5:08

and satellite imagery of trucks coming

5:11

to backfill the entrances of these

5:14

tunnels. And you can see these tunnels

5:15

are perfectly designed at these

5:17

intentional 90° corners because they

5:20

expect that these tunnels could have

5:22

been or could become the target of

5:25

bombings in the future. And so this is

5:27

why you have what are called blast

5:29

traps. So that way if somebody bombs or

5:31

rockets in through this door here, you

5:34

don't actually have any kind of

5:35

explosion that really goes around all of

5:38

the turns to end up getting to your

5:40

centrifugal facility.

5:42

This is exactly why the United States is

5:45

believed to have targeted these

5:47

ventilation shafts right here. that

5:50

these shafts they believe would be if we

5:53

could target these shafts about 80 m

5:55

down into the earth and at least get one

5:59

detonation, we could blow these

6:01

centrifugal holes throughout this area

6:03

here. And the idea is to limit

6:07

Iran's ability to well conduct uh the

6:10

enrichment of uranium which Iran argues

6:12

hey we enrich uranium for peaceful

6:15

purposes which could be true. You could

6:18

want nuclear energy and enriched uranium

6:20

U235 to start the reaction in a nuclear

6:23

reactor and simply produce energy

6:25

locally. Unfortunately, a byproduct of

6:28

peaceful energy production is weapons

6:30

grade plutonium 239 and of course U235

6:34

which starts your reaction in a peaceful

6:36

reactor can also be used uh for uh uh

6:40

well sinister purposes and creating a

6:42

bomb. Now, what you'll notice over here

6:45

uh is a little bit more of a zoomed out

6:47

uh impact site and the ventilation sites

6:50

uh or shafts and sort of where they were

6:53

specifically targeted with three hits

6:54

here and three hits here. Uh and a lot

6:56

of people say that the big issue with

6:58

Iran that makes them so different from

7:00

North Korea is that even though North

7:02

Korea initially said, "Hey, we're just

7:04

going to have a peaceful weapons

7:05

program. We're not going to end up

7:07

having any kind of bomb." They ended up

7:09

having a bomb. One difference that

7:11

people suggest between North Korea and

7:13

Iran is that uh Iran has a lot of state

7:17

sponsored terrorist groups that they

7:20

work with. They're proxies. Hezbollah,

7:22

Hamas, the Houthies disrupting our

7:25

shipping lanes and the Red Sea and

7:26

otherwise. Whereas North Korea is

7:29

relatively isolated. And so even though

7:31

they technically have nuclear weapons

7:33

now and they are a nuclear power,

7:36

they're constrained in that they're not

7:37

handing these bombs out potentially to

7:40

their proxies. Now on the flip side,

7:42

this is also where we heard Dmitri

7:44

Medvidev over the weekend suggest, hey,

7:46

you know, well, what's to stop someone

7:48

for like Russia from handing Iran a

7:51

bomb? Maybe if Russia handed our ally

7:53

Iran a bomb, people would stop

7:55

attacking. So this these US strikes

7:59

whether or not they were successful

8:01

against uh the facilities in Iran is

8:04

unknown and it likely won't be known uh

8:07

that we actually succeeded at the Ford

8:09

facility unless of course we investigate

8:11

them on the ground. Uh Iran is going to

8:14

tell you, hey, we weren't hit hard. You

8:16

know, this was either a false tunnel or

8:18

whatever that was hit and that's why you

8:20

see this concrete dust spilling out,

8:22

which is possible. you have a false

8:24

tunnel above and that that is indeed the

8:26

dust that you see. Alternatively, it's

8:28

possible it's entirely destroyed. Does

8:30

it really matter? Probably not, because

8:32

these strikes by the United States

8:33

against Iran send a clear signal to Iran

8:36

that until they actually have a bomb,

8:38

they might continue to be the victim of

8:40

strikes. And I think that's why Iran is

8:42

suggesting, hm, we might actually be in

8:44

a situation where until we have a bomb,

8:47

we're just going to be at war. And this

8:49

is where now 15 canisters of

8:51

highlyenriched uranium are missing. Some

8:55

other pictures and we'll talk about

8:56

those missing uh uranium canisters. Here

8:59

uh some images satellite images of the

9:01

ventilation shafts completed in 2009.

9:05

And then you can see the near precision

9:07

targeting of these ventilation shafts uh

9:10

and then their destruction after the

9:12

fact. Uh you can also see in the days

9:15

prior, this is a little bit grainy uh

9:18

footage of dump trucks lining up and uh

9:22

maneuvering around the Ford facility to

9:26

essentially backload or backfill the

9:28

entire facility, burying it with soil or

9:32

concrete or rocks or whatever uh to try

9:35

to minimize the impact of any kind of

9:36

strike. Iran did say that all of their

9:39

nuclear facilities that we're aware of,

9:40

Bordeaux, Esvahan, and Natans, which

9:42

were all part of the strikes, were

9:44

evacuated.

9:45

Uh, it's also worth taking a peek at the

9:48

Tomahawk. This is a tomahawk missile bay

9:50

inside of a submarine. This here shows

9:52

you seven Tomahawk missiles. Tomahawk

9:55

missiles are a style of cruise missile.

9:57

You can launch them upwards of 400 miles

10:00

away. They are a landbased munition, so

10:04

they're great for sort of leveling

10:05

buildings that you see above the ground,

10:07

but they're not going to be your bunker

10:09

busting bombs that drop, you know, with

10:11

a 25,000lb shell down 80 m through the

10:15

dirt uh and then have a 5,000lb warhead

10:18

that's still protected and able to

10:20

detonate. So, so very different type of

10:22

munition. These cost somewhere between 2

10:24

to 3 million a piece. We launched

10:26

roughly about 35 of them. So if you take

10:29

a midpoint there of about $2.5 million,

10:31

we launched about $87.5 million worth of

10:36

tomahawks and probably double that if

10:38

you include uh the the the travel and uh

10:42

30,000lb bunker busting bombs. That

10:44

said, a lot of weaponry used to send a

10:47

very clear signal to Iran. uh even to

10:50

the point where NASA saw the heat flare

10:53

of the precisions of the bunker busting

10:55

bombs striking Iran uh at the Fordo

10:59

nuclear enrichment site. So now the

11:01

question is does Iran have more than

11:03

just these three sites and where did the

11:07

15 canisters of highlyenriched uranium

11:09

go and what is Iran going to do next?

11:14

France says the strike uh on on Iran

11:18

probably necessary but does put citizens

11:20

in danger. China is now meeting with

11:23

Iran's ambassadors to try to figure out,

11:25

hey, can we negotiate a solution? Donald

11:28

Trump is begging the Chinese to prevent

11:31

the shutting down of the straight of

11:33

Hormuz, which would also affect the

11:34

Chinese. Mind you, we produce about 65%

11:37

of the oil that we uh that we use, but

11:41

any kind of oil disruptions over the

11:43

long term could still lead commodity

11:44

prices to rise. And that's what's

11:46

leading the Federal Reserve also to

11:48

wonder, hm, should we be in a situation

11:51

where maybe we cut preemptively because

11:52

that could hurt consumers and the labor

11:54

market. Really, that's a topic for a

11:56

different video. But again, what I want

11:59

you to think of is it doesn't really

12:01

matter if Ford was destroyed or not. The

12:05

symbology is what matters here to Iran,

12:08

that the United States will always

12:10

partner with Israel and will go as far

12:12

as directly striking Iran. And so now

12:15

the question is, what does Iran do next?

12:18

That's what everybody's waiting for.

12:20

Trump demands peace now, but are you

12:23

going to get that? We've had questions.

12:26

Where are the 15 canisters or barrels of

12:30

highlyenriched

12:32

uranium? uh IAEA inspectors have lost

12:37

track of the barrels uh since the war,

12:40

which isn't good, and they could really

12:41

be moved relatively easily, right? Uh

12:46

you know, are we even aware of all of

12:49

the nuclear facilities that Iran has,

12:53

you know, or are we only aware of the

12:56

visible facilities, the Ford, the

12:58

Esvahan, the Natans? Does this

13:00

potentially encourage, you know, Russia

13:04

handing a nuke to Iran, which would be

13:07

devastating because again, the risk that

13:10

these sort of nuclear weapons could end

13:12

up, you know, falling into the hands of

13:14

uh proxy control uh is a high risk.

13:19

Uh and then of course we have this

13:21

concern over what does Iran do in the

13:25

next 24 to 48, right? that's that's

13:28

their threat to the world is be prepared

13:30

for the next 24 to 48 because any deaths

13:33

that occur from civilians are simply the

13:35

result of the government of the United

13:37

States uh and Israel. So we're kind of

13:40

in a position where best case scenario

13:42

at this point best case

13:45

uh best case number one some limited

13:50

symbolic

13:52

you know drone launch or you know rocket

13:56

launch that gets almost entirely

13:59

hopefully entirely uh intercepted and

14:02

then Iran gives up. Uh you know what we

14:05

really need is a JCPOA

14:07

like 2.0. This is the joint

14:09

comprehensive plan of action. This was

14:12

uh the first one was signed in 2015 by

14:15

Obama. And uh Donald Trump really didn't

14:19

like the deal because he said it wasn't

14:20

tough enough on Iran. And so he exited

14:24

the deal when he became president. I

14:26

think in 2018 he withdrew from it. And

14:29

even though Iran was complying for a

14:31

couple years with their export controls

14:34

and their enrichment controls as well as

14:36

inspections,

14:38

that all fell by the wayside after

14:39

Donald Trump withdrew from the deal,

14:41

saying that there would be a new deal,

14:43

you know, with Iran. But we never ended

14:45

up getting a new deal. So obviously, you

14:48

know, people on on the left say, you

14:50

know, Obama was doing the best he could.

14:52

At least he had a deal. uh and Donald

14:55

Trump ruined it and potentially set up

14:57

the war and conflict that we have now.

14:59

People on the right say, "Well, the deal

15:01

was too weak and we were just funding

15:03

their opportunity to produce nuclear

15:05

weapons in the first place with the

15:07

JCPOA." So, you kind of have, you know,

15:09

a duality of of opinions here. But, in

15:12

my opinion, the best case scenario is

15:14

that there's really no loss of life uh

15:17

that comes in a form of an Iranian

15:20

retaliation and we get some kind of deal

15:23

2.0. 0 uh with uh extremely limited or

15:27

zero uh enrichment. You know, Donald

15:30

Trump's goal is zero enrichment for

15:33

Iran. Unfortunately, that demand also

15:36

led to these strikes because Iran's

15:38

like, "Hell no, we're not going to give

15:39

up our enrichment." Okay. Uh best case

15:43

number two.

15:45

I don't actually really know if there's

15:46

a best case number two, but uh maybe

15:49

best case scenario would be same as one

15:52

but delayed, you know, one to two weeks.

15:55

So we just sort of have some uncertainty

15:57

for a period of time. worst case

15:59

scenarios, some form of uh uh you know,

16:04

broader longerlasting conflict that ends

16:08

up with uh Israeli troops in Iran uh

16:13

along with uh you know uh months uh to

16:18

years of uh strikes and attacks and

16:22

operations.

16:24

Could the United States be drawn into

16:26

this again? Yeah, that's another problem

16:30

is that the United States has now also

16:32

set a precedent of being willing to mop

16:36

up, right? So, the mop-up operation is

16:39

really what we did here with our massive

16:41

ordinance penetrator, the the GBU57s,

16:44

the 30,000lb bombs. That was a mop-up

16:46

operation. 35 tomahawks, as you heard

16:49

Hannity say. The Israelis did about 70%.

16:52

We came in for the leftover 30%. That's

16:54

a mop-up operation. the United States

16:56

has set the precedent for being willing

16:59

to mop up in Iran. So, it's not going to

17:01

be a surprise that, you know, Fox News

17:04

or CNN or whatever talk about Israel

17:07

every single day for the next, you know,

17:09

certainly few weeks because the question

17:11

is what happens next? And the reality is

17:15

we don't know. Now, some people are

17:17

calling for commanders or commandos to

17:19

actually go visit the Ford nuclear

17:22

enrichment site. But again, my point of

17:25

view is it doesn't really matter if this

17:28

was a success or not. The symbology of

17:31

the US will come for mop-up

17:35

is enough for Iran to say, "We need

17:38

help." And so what does Iran do? They

17:41

reach out to Russia and China. So far,

17:43

Russia and China have only verbally

17:47

deni like denounced the the Israeli

17:50

attacks. What? Now we're getting

17:53

comments like this. Iran, our response

17:56

to the US attacks will be proportionate.

17:59

We've heard this sort of talk before.

18:00

We've literally heard this back when uh

18:03

Iran was attacking uh uh Israel uh you

18:07

know after uh after October uh 7th and

18:11

Israel's march into Gaza. Uh and we've

18:15

seen these sort of retaliatory strikes

18:17

and they've been relatively full of

18:20

fizzle. So, what happens next? It's

18:23

really anybody's guess. Here's Carolyn

18:25

Levit, who's likely to talk more about

18:26

it from obtaining a nuclear bomb and

18:29

threatening our people. I wonder how

18:32

many of those countries just a clip of

18:34

her this morning on Fox suggesting, hey,

18:37

you know, we're going to do whatever we

18:38

need to do to stop Iran from getting a

18:40

bomb. Makes sense. But again, where do

18:43

we break from here? Well, the cards

18:46

right now, unfortunately, are in Iran's

18:48

hands. Now obviously markets

18:51

enthusiastic today. Uh why? Because

18:54

anytime you get geopolitical issues,

18:55

what do you end up with? You usually end

18:57

up with a market that goes up. Why does

18:59

that work? I mean in the alpha report

19:01

this morning, we called for Tesla to go

19:02

from pre-market levels over here at 327

19:06

to the 347 line, which is exactly what

19:08

happened. You could learn more over at

19:10

the Meek Kevin uh meek.com. You can

19:12

learn more about the alpha report over

19:14

there. called circle uh running today as

19:16

well as well as the Q's which have done

19:18

a fantastic move. But so short term

19:22

markets love buying the dip on

19:25

geopolitical concerns. The longer

19:28

concern is the oil market from

19:32

geopolitics. And really the only way we

19:34

get oil to spike is if we get some form

19:37

of really nasty Iranian response and

19:41

then an escala escalated conflict.

19:43

Otherwise, look at this. Oil prices

19:46

actually falling today.

19:49

Almost down 1% on the Western blend and

19:52

down about 88 basis points on the

19:54

international blend. Probably because

19:56

markets were expecting some form of

19:57

Iranian response. But we got the

19:59

certainty of a US strike and it's over.

20:01

You know, Trump struck. Now he's

20:03

throwing up his hands going, "All right,

20:04

we're done. It's all on you, Iran now."

20:07

And it seems like markets are betting

20:09

that Iran won't end up closing the

20:11

straight of foremost that cooler heads

20:13

will prevail and ka will realize it's

20:16

time to negotiate so we can keep our

20:19

fingers crossed. But uh hopefully

20:21

responses are limited and we don't see

20:23

any kind of rocketing of oil prices back

20:25

over that $100 threshold which can

20:27

really start to compress the consumer's

20:29

ability uh to keep spending and

20:31

supporting the economy. So that's the

20:32

latest on Israel versus Iran. Why not

20:35

advertise these things that you told us

20:36

here? I feel like nobody else knows

20:38

about this. We'll we'll try a little

20:39

advertising and see how it goes.

20:40

Congratulations, man. You have done so

20:42

much. People love you. People look up to

20:44

you. Kevin Praath there, financial

20:45

analyst and YouTuber. Meet Kevin. Always

20:48

great to get your take.

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