MarkZ Tuesday Morning 07-08-2025

Member: Good Morning Mark, Mods and members

Member: Are we there yet????

MZ: In Iraq: “The coming hours may witness the signing” This is about the Erbil/Baghdad oil agreements . There is a lot of back and forth right now. But articles are saying they have worked through the issues and signing is imminent.

MZ: We saw this same kind of back and forth in Kuwait.

Member: Never thought we all still be waiting and waiting and waiting all this time for the RV to go but then again, they don’t care

MZ: Our regular article from Saleh: “ Advisor to the Prime Minister: Monetary Policy has succeeded in stabilizing prices and curbing inflation”  He says “We are in great shape.”

Member: I bet Saleh had black hair when I bought my dinar

MZ: “Banning 18 Islamic banks from dealing in dollars-liquidation is looming” These are the same banks associated with financing terrorist groups. So is it Islamic banks being singled out – or support of terrorism being singled out? I think its part of a world wide cleanup effort.

MZ: I think this one is important. “A security source revealed Tuesday the determination of the International coalition withdrawal from Ain-A-Assad base from Anbar province”  Trump has said all along that we will leave when we are paid. Now they are leaving????

MZ: I believe things are much further advanced than the press is reporting

MZ: This one makes me feel good about where we are at: “ TIR system: Iraq is a highway from Turkey to the Gulf”  this is part of the development road project connecting the east to the west.

Member: I wonder- when do the Vietnamese new tariff trade agreements and thus new rate go into affect?

Member: With the new trade deal with Vietnam they should just go alone and take the lead

Member: any news from Bonds or groups today?

MZ: I do know a couple folks that have some bond update appointments today and I am hopeful it will give us a better idea where we are? Seems like much of it is misdirection.

Member: Frank’s JPM Story…A guy went in for a meeting with Fin Adv. wasn’t getting anywhere. Plopped down a brick of Dinar…The VP of Wealth mgmt was called. They have an appt today.

Member: We’re in a proverbial “escape room” looking for the clues together!

Member: Will we have Christmas in July or December?

Member: When this is all said and done and we are on the other side of this shift I vote to remove the word “soon” from the English language going forward!!

Member:  They have always said there would be confusion right before this happens—hope that is where we are

Member: Just before the end of a movie the twists and turns increase and then boom

Member: happy Birthday to everyone celebrating and have a great day everyone.