On top of this, JD Vance was just interviewed on Fox—although they kind of stole his thunder a little bit with the announcement.
So Donald Trump says again, if you’re just now joining, that there has been a fully agreed to—by both Israel and Iran—that there will be a complete and total ceasefire.
He gave multiple different little timeframes where basically the Israelis can still strike, and Iran can still strike for the next few hours, and then everybody’s going to chill the F out.
Hopefully it holds. We’ll talk about that in just a moment.
Given that again, there are still evacuation orders going on inside of Tel Aviv and Tehran.
Vice President Vance says that Iran is now incapable of building a nuclear weapon with the equipment they have, because—well—we destroyed it.
Vance also says that if Iran wants to build a nuclear weapon in the future, it will have to deal with the American military.
So potentially, all of this is Donald Trump’s catalyst to re-establish that JCPOA number two that he always sort of promised we would get—but we never got.
Just remember—okay—Obama signed the Joint Comprehensive Plan of Action in 2015, which limited how much enriching Iran could do in exchange for allowing monitors in to monitor how much Iran was enriching…
…and also being able to export oil while reducing sanctions.
People on the right said that just basically gave Iran a ton of money to go build a bomb. People on the left said, “Well, they’re going to do it anyway. Let’s at least be able to monitor what they’re doing.”
Donald Trump ripped up that plan, and the United States moved away from being, you know, monitoring the commitments of the JCPOA.
And of course, Iran moved away from their commitments as well.
Now you have people in Congress who are saying, “Oh well, Iran’s not going to be able to enrich. They’re just going to have to be able to go buy the 3 or 4% U235 that they need to run a nuclear program for peaceful energy purposes from somebody else.”
But mind you, you can’t run a peaceful nuclear energy program without producing Plutonium 239, which is also weapons-grade.
So hopefully this ceasefire—best case scenario—is that this ceasefire leads to some form of JCPOA 2.0.
I doubt they’ll call it that, because Donald Trump’s not going to like anything that’s like “2.0 of Obama.”
Instead, it’s probably going to be something like the JC Trump MAGA plan—I don’t know—whatever. Joint Comprehensive Trump Is Amazing Plan or whatever.
They’ll come up with some kind of crazy MAGA acronym for it, okay? But there’ll be some kind of new negotiated deal where hopefully Iran accepts zero enrichment. That’s the key.
You do not want Iran doing any enrichment.
My opinion—and this is totally my opinion—I always like to separate when we talk facts from opinion…
…but my opinion is Iran went in to survey the damage that was conducted here at Foraux, and I think they realized—okay, we’re done.
Like I think they realized the bombs actually hit their marks, and it’s over.
Otherwise I don’t think they would roll this easily.
Now Iran publicly has stated that, “Oh, only limited damage.” And so has Dmitri Medvedev. But come on—I mean they’re all allies, right?
The Russians, the Chinese, the North Koreans, and the Iranians—they’re part of an axis.
And I have a feeling you probably have China and Russia saying, “Look, dude—guys—you’re not going to win. Israel and the United States have you by the balls. Give up, because this is ridiculous.”
And that’s basically exactly what happened here.
Now again, we have to make sure that this sticks.
There was also a really good footage—let me see here—Patriot missile interceptions, Qatar. There was some really good footage that I saw. It looked amazing.
And it just sort of, in my opinion, kind of makes you proud of American technology—just the defensive technology that we have. So good.
These Patriot missile bays—can’t seem to get them functionally loading right now, but that’s okay.
I mean, this one doesn’t quite do it justice—the Patriots coming off—but it’s amazing.
The Patriot missile interceptors, how fast and powerful these are—so amazing work by the American military.
And it really goes to show you—here’s the Patriots coming up—it shows you that we could actually have this sort of mobile launch bay of an Iron Dome in America.
But you know, right now in fairness, the more conflicted we are—or involved we are—with these other actors, kind of the less resources we have available for having an Iron Dome ourselves, right?
So getting out of conflicts like this—really important.
So here it is—here’s the footage—there we go. So you could kind of see—let’s get that—there it is.
I think this is awesome. Like, I look at this and I’m like, “This is America,” right?
Like, this is cool. This is so much cooler than like a fireworks show. This is like the defense of freedom right here.
And like, I was on my run and I couldn’t help but keep thinking about—somebody on Fox this morning was wearing one of those American flag lapel pins with the B2 bomber.
And I’m like, “Oh man, I want those so badly, but I don’t want to come across as like a warmongerer.”
So I kind of want to lean towards the Wall Street Journal’s POV on this—the editorial board—where they’re like, “Well it’s not really getting into war, it’s more like our B2 bombers and our strikes ended the war.”
So it’s kind of almost like—if you want to spin it this way—okay, I know it’s a political tilt toward Trump here, but you could kind of spin it towards: Donald Trump is potentially bringing about the ceasefire with the strikes, right?
Because within 48 hours of the strikes from the United States—what happens? Ceasefire.
I think Twitter is having some problems—or X is having some problems—maybe they’re getting hacked by the Iranians in the last hour here.
But anyway, this is huge. I mean this is huge breaking news.
This is fantastic not only for risk appetite in markets, but it’s also good for consumers.
I mean, look at futures—futures are absolutely rallying on this. 58 basis points on NASDAQ futures—that’s amazing.
We already had a 1% day today, and so to get even more of this rally is fantastic.
Tesla—look at that—Tesla jumping right off of the 347 line in the after hours.
And here is your movement on the Qs right after the announcement of the ceasefire.
Again, now it’s all a matter of—will it hold? Will it hold?
This is critical.
I think in order to long-term have this hold, you need the Trump version of the JCPOA 2.0.
But it now means that America has proven its strength.