says the commodity oil may be topping out at current levels. Paul Sankey lead research, Sankey Research. So topping out Paul welcome, by the way.Thank you very I would assume with a giant asterisk which implies we don't have a, you know, a bunker buster bomb taking out the Fordo nuclear site. >> Yeah. I mean, I think that or a mine.>> Laid in the Persian Gulf. >> No, I think look, Brian, what happened was we got chopped up. We were we were talking short down at 60, you know, and it's gone up to 75.And I thi ...

All right, now let's talk about the oil and gas aspect to this story and try to make sense of all of it with Kevin Book. He is managing director of research at Clear View Energy Partners. And uh Kevin, good to see you.There was a fascinating article in the Financial Times today kind of about how the oil market's a little bit vexed by what's going on. I mean, theoretically, if you told me there were missiles flying over Tehran into Tel Aviv back and forth, I would tell you oil is probably going to be $90 to ...

Market Impact of Geopolitical Events - Oil price spikes due to geopolitical events are typically short-lived, unless a major disruption like the closure of the Straits of Hormuz occurs [2] - Protracted geopolitical conflicts could lead to lower yields due to a flight to quality and a stronger dollar, but are generally not market-friendly [3] - A "flight to safety" is more accurate than a "flight to quality" in the current environment, with US Treasuries and the US dollar being the beneficiaries [4] - Market participants were previously concerned about a weak dollar and higher 10-year yields [5] Investment Opportunities - Past geopolitical events have often presented buying opportunities, depending on the market discount offered [6] - The current situation is viewed as a potential buying opportunity, barring a major escalation like World War II [6] - Companies involved in drone warfare and arsenal buildup, such as Northrup Grumman (NOC) and Kratos, may present investment opportunities [7][8] - The market dip is considered a buying opportunity [10][11] Market Indicators - The 10-year yield has decreased from 445 basis points to 433 basis points [5] - The VIX is not expected to remain at its current level of 21, and is likely to either increase significantly or gradually decline [10] - The dollar has only increased by a small amount over the last few trading days [5]