John, were you monitoring the situation over the weekend?

Like any, like any good Twitter addict, I was aggressively monitoring the situation.

Come on.

And like, you know, some, like I said at the beginning of this week's time stand, some people are pros, some people do it for the love of the game.

And, you know, I just do it for the love of the game.

They, whether they pay me or not, I'm going to monitor the situation.

Well, the situation evolved over the weekend. I guess we'll jump into it last week we met.

I was in a Q.S. And we were about two, two days in, maybe, early Saturday morning early Saturday morning Sunday, two and a half days

into this operation, Epic Fury into Iran.

It has persisted and things have escalated pretty significantly.

I guess we'll just start here.

All focus is on oil and gas markets right now. They're not all focused, but the predominant All focuses on oil and gas markets right now.

They're not all focused, but the predominant focus is on oil and gas markets. Obviously, the continuation

of this operation or war, as many people are referring to it as, has led to the closure of the

Strait of Hermuz. There's been a bunch of critical oil and gas infrastructure hit both within

Iran and within the Arabian Peninsula, UAE, Qatar, Saudi Arabia have had some of their

oil infrastructure hit. I believe many refineries have been hit, and all this is going to have

dire consequences

on energy markets, which are the base of everything we do in the global economy.

And so there will be knock on effects throughout the global economy and particularly on

the price of goods, which I think it's safe to say they're not going to go lower from here. John,

what was your reading of the situation over the weekend? Yeah, well, I mean, you referred to it,

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