“You only find out who is swimming naked when the tide goes out” -- Warren Buffett “You only find out who is the real stock trading master in a bear market.” -- Master Panda Wu

Trump on Iran War: Also, we would run out of reserves at about 4 weeks, you know, there are reserves all over the world, and we would really run out, and there'll be a time when you wouldn't be able to get it.

The deal with Iran will go down as one of the most incompetent ever made. The U.S. lost on virtually every point. We just don't win anymore!

Regime Change.

🇺🇸🇮🇷 The Iran-U.S. Memorandum of Understanding: Full Details Phase 1 | Upon announcement of the MoU (effective immediately): – Upon announcement of the MoU, both sides declare an immediate, complete and permanent end to all hostilities in the region, including Lebanon. – Upon announcement of the MoU, the United States declares the immediate and complete lifting of the U.S. naval blockade against Iran. Phase 2 | After Signing of the MoU (30-day period): – Upon signing the MoU, the United States confirms its commitment to non-interference in Iran’s domestic affairs and respect for the sovereignty of the Islamic Republic of Iran. – Upon signing the MoU, the United States affirms that it will not increase the amount of troops or military assets present in the region, nor impose any new sanctions during the negotiations. – Upon signing the MoU, Iran reaffirms its commitment to the Non-Proliferation Treaty (NPT) and confirms that it will never produce, develop, or acquire a nuclear weapon. – Upon signing the MoU, the United States declares that it will provide Iran with half of its frozen funds, amounting to a value of $12 Billion, to be made available in a non-reversible manner within 30 days, with a commitment to make the remaining half available during the subsequent 60 days. – Upon signing the MoU, the United States will issue sanctions waivers for Iranian oil, gas, and petrochemical exports, effective immediately, with a commitment to extend these waivers permanently once a final agreement is reached. – Upon signing the MoU, the U.S. will begin immediate consultations with Israel to present a short term timeframe for a full Israeli withdrawal from Lebanon, including points occupied following the 2024 Israel-Hezbollah agreement. – Upon signing the MoU, Iran confirms it will reopen the Strait of Hormuz to commercial maritime traffic, according to certain specified arrangements determined by Iran, within 30 days. Phase 3 | Negotiations on a Final Deal (60-day period possible extension): – The 60-day negotiating period will begin once all the terms of the MoU have been met in the previous 30 days. – The 60-day negotiating period can be extended by mutual agreement of both parties. – During these 60 days, the U.S. will make the remaining $12 Billion of Iran’s frozen assets available. – During these 60 days, the U.S. will present plans for a reconstruction fund for Iran, amounting to a value of at least $300 Billion, funded partially by Gulf states. – The U.S. and Iran will begin detailed discussions on a permanent solution to nuclear-related matters, including enrichment, the existing uranium stockpile, and the fate of the nuclear sites. – The U.S. and Iran will begin detailed discussions regarding the lifting of all economic sanctions on Iran, including primary, secondary, U.S. and UN sanctions, as well as the withdrawal of all UN Security Council and IAEA Board of Governors resolutions against Iran. – A monitoring mechanism will be established to supervise the implementation of a final agreement. – The final agreement will be approved by a UN Security Council Resolution. @Middle_East_Spectator

Good luck to go long here.....

💢 According to a report by Iranian outlet Khabar Fori, the first tranche of Iranian funds released under a Reuters reported financial understanding with the UAE has arrived in Tehran, despite repeated public denials by U.S. and Emirati officials. The Iranian outlet claims a private Emirati aircraft landed at Tehran’s Mehrabad Airport after bypassing regional flight restrictions, carrying an initial $3 billion transfer of Iran’s foreign currency assets. Flight tracking data reportedly shows an Emirati Boeing 737-7JZ BBJ (registration A6-RJF) flew directly from Abu Dhabi to Tehran on June 8. Citing what it describes as reliable regional and international sources, Khabar Fori says the transfer is part of a broader agreement under which the UAE would release between $10 billion and $20 billion in Iranian funds, with the reported $3 billion shipment representing the first installment.

🇮🇷🇺🇸 BREAKING: Iran's Mehr News Agency has released all 14 clauses of the MoU with the U.S.: 1: Permanent and immediate cessation of war on all fronts, including Lebanon. 2: The US commitment to non-interference in Iran's internal affairs and respect for the sovereignty of the Islamic Republic of Iran. 3: Complete lifting of the naval blockade within 30 days. 4: The US commitment to withdraw its forces from around Iran. 5: Reopening of the Strait of Hormuz within 30 days under Iranian arrangements. 6: Suspension of sanctions on the sale of oil, petrochemical products, and derivatives, and full access of Iran to its financial resources. 7: The necessity for the US and its allies to present reconstruction plans for Iran amounting to at least $300 billion. 8: 60 days of negotiations to reach a final agreement based on nuclear issues and the complete lifting of primary, secondary, US sanctions, and UN Security Council and IAEA Board of Governors resolutions. 9: Reiteration of Iran's commitment under the NPT treaty not to produce nuclear weapons. 10: During the negotiation period, the US has committed not to add forces in the region and not to impose new sanctions. 11: Release of $24 billion of Iran's blocked funds during the 60-day final negotiation period. Half of this amount must be made available to Iran before the start of negotiations. 12: Formation of a supervisory mechanism to implement the agreement. 13: The final agreement will be approved by a UN Security Council resolution. 14: Final negotiations will not begin before the release of half of Iran's blocked funds, suspension of Iran's oil sanctions, and lifting of the naval blockade, and the final agreement will only cover the fate of enriched materials and enrichment, lifting of sanctions, and Iran's economic reconstruction plan. Discussions about Iran's missile program and support for resistance groups are definitively removed from the agenda.

🚨🚨🇮🇷🇺🇸 BREAKING | If this is confirmed, we can say that the US has lost the war with Iran. The Iranian news agency Mehr, citing the Iranian Ministry of Foreign Affairs, has published all 14 clauses of the Memorandum of Understanding (MoU) signed with the US: 1. Permanent and immediate cessation of war on all fronts, including Lebanon. 2. The US commitment to non-interference in Iran's internal affairs and respect for the sovereignty of the Islamic Republic of Iran. 3. Complete lifting of the naval blockade within 30 days. 4. The US commitment to withdraw its forces from around Iran. 5. Reopening of the Strait of Hormuz within 30 days under Iranian arrangements. 6. Suspension of sanctions on the sale of oil, petrochemical products, and derivatives, and full access of Iran to its financial resources. 7. The necessity for the US and its allies to present reconstruction plans for Iran amounting to at least 300 billion dollars. 8. 60 days of negotiations to reach a final agreement based on nuclear issues and the complete lifting of primary, secondary, US sanctions, and UN Security Council and IAEA Board of Governors resolutions. 9. Reiteration of Iran's commitment under the NPT treaty not to produce nuclear weapons. 10. During the negotiation period, the US has committed not to add forces in the region and not to impose new sanctions. 11. Release of 24 billion dollars of Iran's blocked funds during the 60-day final negotiation period. Half of this amount must be made available to Iran before the start of negotiations. 12. Formation of a supervisory mechanism to implement the agreement. 13. The final agreement will be approved by a UN Security Council resolution. 14. Final negotiations will not begin before the release of half of Iran's blocked funds, suspension of Iran's oil sanctions, and lifting of the naval blockade, and the final agreement will only cover the fate of enriched materials and enrichment, lifting of sanctions, and Iran's economic reconstruction plan. Discussions about Iran's missile program and support for resistance groups are definitively removed from the agenda. As a reminder, the official signing of the memorandum is scheduled for June 19 in Geneva. See the latest updates with us: @visionergeo

🇮🇷🇺🇸 Iran just published all 14 clauses of the MoU. Read them carefully, because this is not the deal Trump described. The headline numbers: $300 billion in reconstruction commitments from the US and allies. $24 billion in released frozen funds, half before negotiations even start. Complete naval blockade lifted within 30 days. US forces withdrawn from around Iran. Here's the big one: Hormuz reopens under Iranian arrangements, meaning Iran keeps management of the strait. The nuclear clause is Clause 9: Iran reiterates its commitment not to produce nuclear weapons. That's it. No enrichment cap. No dismantlement. No inspector access beyond existing frameworks. The actual nuclear terms get negotiated in a separate 60-day window, and Clause 14 explicitly removes Iran's missile program and support for resistance groups from the agenda entirely. Permanently. Iran's Deputy FM called it a total victory this morning. He wasn't spinning. Source: Mehr News / Writer: Oliver

Reaction to the "MOU": 1, it will be a sell-the-news event at open--and erase the gap within an hour. 2, the details of MOU won't be released after signing on Friday--that tells you how toxic the contents are. 3, Five days to sabortage the preconditions. A perfect bull trap.

MPW Bamboo Scroll #228 Posted: (1) I titled my edu-center segment as "the moment of truth," which I believe next two weeks the market would provide us. (2) a few factors give me conviction that the turn is about to come, sharp and fast. (3) check here thekobeissiletter.com/panda

🇮🇷🇺🇸 Iran’s Foreign Ministry just poured cold water on the hype: The Islamabad memorandum will not be signed tomorrow. Nuclear issues are not part of this stage. Focus is only on ending the war. A signing could still happen in the coming days, but they’re warning about “the other side’s inconsistency.” The victory parade Trump’s running is hitting traffic in Iran. Still no signing. Still no trust. Source: IRIB, Press TV / Writer: Oliver

🚨 NEW: Iranian Foreign Minister Abbas Araghchi told State TV the emerging U.S.-Iran memorandum of understanding is a roughly 1.5-2 page, 14-point document that has been negotiated for more than two months and reviewed line by line by Iran’s Supreme National Security Council and military leadership. 🔸According to Araghchi, the first stage includes: ➤ A formal end to the war on all fronts, including Lebanon ➤ A commitment that neither side will initiate a new war or use threats and force ➤ The lifting of the U.S. naval blockade ➤ A framework for the release of Iran’s frozen assets ➤ The Strait of Hormuz is addressed in the memorandum, with Araghchi saying Iran’s future management of the waterway “will be different from the past” and that services there “will no longer be free.” The arrangement for the 60-day period will be settled by the MoU itself, but other details may be finalized during the follow-on negotiations. ➤ Sanctions relief and reconstruction are raised as part of a reconstruction and economic development plan, but Araghchi says the full mechanisms on the matter will be agreed during later negotiations. 🔸 The Second Stage: ➤ Would consist of 60 days of negotiations toward a final agreement, with the possibility of extension by mutual consent. ➤ Araghchi says those talks will aim to resolve the nuclear file, including uranium enrichment and Iran’s stockpile of 60% enriched uranium. ➤ He says the negotiations will also address the broader issues raised in the memorandum, including sanctions relief, the reconstruction and economic development plan, arrangements related to the Strait of Hormuz, and other technical details. 🔸 On Hormuz (and Oman and China): ➤ He says Iran and Oman, as the two sovereign states bordering the strait, will continue to oversee its security and administration. ➤ Araghchi suggested that services in the Strait of Hormuz that have historically been provided free of charge, including maritime security and safe passage, the designation and maintenance of shipping lanes, environmental protection, and search-and-rescue services, would under a future framework carry fees. ➤ Araghchi says Iran has held close consultations with Oman, which he described as its principal partner on the issue, and that the two sides have reached “good results.” He said joint plans and a joint statement will be announced in the near future. ➤ He also says Iran has held expert-level consultations with other stakeholder nations, including China, noting that roughly 40% of shipping traffic through the Strait of Hormuz is linked to China because of its economic interests. 🔸Araghchi said the memorandum will be signed remotely in a “digital” format, with each side signing separately before a joint announcement, adding that an agreement could be finalized “within the next day or two, or within the next several days.” 🔗 Araghchi’s full remarks on Friday, translated into English by Drop Site News, are below ⬇️

BREAKING: CNN has released a montage highlighting repeated statements by President Trump claiming that a deal with Iran is close. According to CNN, he has made similar claims at least 39 times since the start of the conflict, despite no final agreement being reached.

Buckle up--the next leg down to sub-7000 starts. FOMC will serve as the last hold-up point, but it won't last long.

The year is 2028. Trump just announced that the deal with Iran is about to be signed this weekend. Iran says it is reviewing the final text. The U.S. says discussions are constructive. Pakistan says a breakthrough is imminent. Qatar says it is honored to have played a constructive role in facilitating the talks. Qatar did not facilitate the talks. Israel says it learned about the deal from Truth Social. Hezbollah in southern Lebanon is still getting bombed daily. Axios reports a rift between Netanyahu and Trump. The White House denies it. Trump then posts a photo of himself and Netanyahu. Netanyahu is not in the photo. Oil jumps 3%. Then falls 4%. Trump says the deal is being signed at the request of Pakistan and Field Marshal Syed Asim Munir, who Trump describes as “one of the great generals, maybe the greatest, people are saying.” A senior official says we’re “closer than ever.” A different senior official says “significant gaps remain.” They work in the same office. The next round of talks is scheduled for next weekend. It will also be described as a breakthrough. Qatar thanks Pakistan for its important role and takes credit for the progress.

As expected, a rebound to 7400 zone, to hug tmrw's SPCX IPO. The catalyst is as brainless as the low-IQ participants can dream of believing--another ceasefire & deal. Like a bunch of hamster, the dip-buyers jump on the bandwagon and roll. Good to reload ALL my PUTs back. 💪

Do / Die zone here: Bulls have to defend this blue belt and the last line is the blue dotted line. If held, then a rebound to 7400 , hugging tmrw's SPCX IPO. If failed, then the red arrow will lead the way to 7150 zone, in a small flash move.

MPW MIid-week Update Posted: (1) the title of this week's update is "trapped and slaughtered"--yeah, I mean those stubborn bulls who haven't realized that the regime has changed. (3) they will be punished in a week or two, if haven't already. (3) check at thekobeissiletter.com/panda

🚨 THE US REGULATORY SYSTEM JUST BROKE In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever I've been trading for over a decade, and I have never seen them rewrite the rulebook like this Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company That doesn't happen by accident Let me show you exactly what they did: First, Fidelity dropped its minimum account size from $500,000 to $2,000 A 99.6% cut Think about that: The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history. Ask yourself one question Why do they suddenly want YOU in? Because somebody needs people to sell to. SpaceX reserved 30% of the deal for retail THREE TIMES the normal share And even then, most people didn't get a full allocation. So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash. That's half of the selling you're seeing. The other half? The smart money front-running July. Here's the trick: SpaceX doesn't join the Nasdaq 100 on day one. It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days Just for this. The moment it joins, every QQQ fund on Earth is FORCED to buy. $22–27 billion in automatic buying. Translation: imagine 50 buses all forced to pull into the same gas station on the same morning. The funds know the stampede is coming. So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time. THAT is your selloff. Now here's the part nobody will say out loud: When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market… That's NOT generosity That's distribution at the top. We've seen this movie twice: ➮ 2000 Dotcom ➮ 2021 SPAC mania Insiders cash out at insane valuations while the crowd chases the hype. The math ain't mathing. So you've got two choices in the next 48 hours: Chase the most expensive IPO in history at the open… Or read the prospectus and realize you might BE the exit. The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do. Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too. Many people are going to wish they followed me before June 12, 2026. Soon, you'll understand why.