Market Analyst Tom Luongo says Trump isn't fighting Iran to control the Strait of Hormuz; he's using the Strait to break Europe's ability to finance the Ukraine war.
— Mario Nawfal (@MarioNawfal) July 10, 2026
Most people see Iran and Ukraine as two separate conflicts, but Tom thinks they're the same war being fought on… pic.twitter.com/GUPWWIvRef
Amazing.
Trump posted that Iran has asked him to continue the talks; he agreed to do so, but then he says the ceasefire is over. That comes after a few days of bombing where the US two days of the US bombing Iran heaviest bombing since the ceasefire and then a third day no one knows most likely Bahrain in Kuwait. And then I ran retaliating against Bahrain and Kuwait, Jordan, and one strike against Qatar, looks like a warning strike. And then the traffic through the Strait of Hormuz collapse. According to Kepler since the fighting began, only 22, so since yesterday only 22 ships have gone through. Just one vessel in the Armani Channel and all the others on the Iranian side, which was much less than the 40 to 50 they were going through in recent weeks since the ceasefire. That's the current reality. All of this is happening as military equipment is moving out of the region some military assets.
1:32. What is your general analysis in state of affairs where do you think this is headed some people think the war is over and these are just conflicting skirmishes others think that because of Lebanon or or moose or the US has an objective that has not been achieved of controlling straight of Hormuz was causing regime change that they will continue the war until that objective is achieved.
2:04. Sure I'm going to take a third way on this because of course this is kind of what I do we just say that this word really is Iran has never really been a target of this war cuz I don't really see Iran, the same way I never saw Ukraine or Lebanon or even Israel and others as Sovereign Nations I see them, I hate to use the word, satrap, honestly, but they are play things of vaster powers. In Ukraine's case, it's NATO, the European Union, and previous US Administrations. In Iran what we've learned over the last couple of years especially since Trump has come back to office is that they were really just called the Gulf States it was kind of like in bed with that same kind of architecture, what you would call City of London, or however you want to phrase it. So to me, I'm looking at Trump in a much bigger strategic picture than Iran itself. Iran looks to me like a poke, like you poke the snake in the heart of their nest, and then see what reaction. And the reaction we've gotten is very similar to the same reaction we got with Ukraine. For example, when Putin had to move into Ukraine in 2022. Or every time Trump tries to do something domestically that crosses a big red line and then you see a big AB reaction from either domestic policy ngos and the cartels the race so all these things are to me kind of the same thing.
