At the end of the war, Iran seemed like it would get up from the table having gained more than it had lost. They didn’t stand up where they should have; while they had Trump’s tail in hand, they wanted more. In the end, the cornered mouse beat the cat. With a permanent U.S. troop deployment in the Gulf—and if the situation doesn’t change—another 20% of the world’s oil traffic will come under U.S. control. Until we reach the conclusion, we’ll again see the inflation in the world caused by oil and natural gas prices. Oil has jumped to 86, and scenarios are on the table about whether it will break above $100 again. I thought the peak in inflation due to the energy crisis would be in August, but now it has pushed that peak forward in an unclear way. This year, an interest rate hike looks inevitable, there’s trouble…