This morning the “pseudo-normal” period ended.
U.S. Central Command confirmed strikes on over 80 Iranian targets — including air defenses, command networks, coastal radar, and IRGC vessels — in response to attacks on commercial shipping in the Strait of Hormuz. Iran retaliated with strikes toward U.S.-linked facilities in Bahrain and Kuwait. The U.S. also revoked Iran’s oil sales license.
Early futures pointed to a hard open on Wall Street, with the Dow indicated sharply lower.
In today’s report we look at the escalation through both the immediate news lens and the deeper structural framework that actually drives how these events unfold over time — including why certain soft cycles keep repeating even when the headlines feel new.
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your pennant got busted last night on the nasdaq . definiteky out of this patriot gin joint . real later this time . bloody stars and stripes can kicking patriots . donny boyz . joke .
No form in technical analysis is absolute – they have until Friday/Monday to turn it around – and making up money? Hey it’s EASY here in Jokervillle, Len!
” in response to attacks on commercial shipping ”
The blockade stopped working…. because Trump stopped working the blockade.
“structural framework”
Speaking of structural framework and Trumpflation I’m noticing consumers – mmMMMooooo – are walking from whole protein foodies into fortified protein foodies – *chirpy chirpy* ( crickets Sounds Effects No Copyright https://www.youtube.com/shorts/AGI9G53UeQg )
The protein will have to come from somewhere.
Fortified Foods Market Size and Future Outlook
The global fortified foods market size was valued at USD 163.16 billion in 2025. The market is projected to grow from USD 176.81 billion in 2026 to USD 347.90 billion by 2034, exhibiting a CAGR of 8.83% during the forecast period. North America dominated the fortified foods market with a market share of 35.51% in 2025.
Fortified Foods include naturally derived colors, flavors, sweeteners, starches, flours, malts, and functional ingredients that are minimally processed and free from risks associated with artificial additives.
Source: https://www.fortunebusinessinsights.com/fortified-foods-market-115465
Prices are ‘whey’ up due to shifts in protein demand
Demand for protein is placing significant pressure on global ingredient markets, driving up whey protein costs, tightening supply and increasing the need for more resilient formulation strategies — according to specialist ingredient distributor ACI Group.
https://www.foodprocessing.com.au/content/ingredients/article/prices-are-whey-up-due-to-shifts-in-protein-demand-160736780
Everyone wants more protein. Oregon dairies show there’s no easy whey to make it
https://www.oregonlive.com/business/2026/07/everyone-wants-more-protein-oregon-dairies-show-theres-no-easy-whey-to-make-it.html?outputType=amp
Listen to all that protein –
Black Screen 10 Hours – Crickets and Frogs – Summer Night Sounds – Cricket Sounds – Frog Sounds – V4
https://www.youtube.com/watch?v=mik6yI0SSpw