THE PEACEMAKER AKA "The Art of the Peace Dealer"

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NONSTOP, HEAD-SPINNING DEAL MAKING

President Trump has expanded the number of wars between nations that his intervention has brought peace. The list now includes the 35 yearlong war between Armenia and Azerbaijan:

Under Trump the record in 2025 of the US making peace with multiple conflicts between nations is an unprecedented beneficial action in world history.

The deal included two major economic aspects:

1. Trump sets up a link across Armenia between both the two chunks of Azerbaijan and Turkey beyond

As Perplexity states:

The TRIPP Corridor—formally named the Trump Route for International Peace and Prosperity (TRIPP)—is a newly established, U.S.-brokered transit corridor linking Azerbaijan to its Nakhchivan exclave via southern Armenia, and extending toward Turkey.

Its core purpose is to:

• End decades of conflict between Armenia and Azerbaijan by creating a U.S.-mediated route as part of a historic peace agreement.

• Enable major infrastructure development (rail, oil and gas pipelines, fiber optic networks) under exclusive U.S. development rights via a 99- or 100-year lease, positioned as a commercial—not military—project.

• Reshape trade and energy flows in Eurasia and the South Caucasus by providing a fast, secure transit link that bypasses Russian and Iranian-controlled routes, strengthening Western/NATO influence.

2. Linking Armenia and Azerbaijan will allow a pipeline to send Azerbaijan oil to the Mediterranean thus making Azerbaijan less dependent on Russia

The impact of Trump peacemaking successes on our speculative outlook are these:

1. The US reputation in the world is enhanced by these actions of American foreign policy. This offsets to some degree the loss of confidence in the US in economic terms due to US excessive debt and declining confidence in the US Dollar…etc.

2. Most important, the current US status quo of propped up stock and bond markets is extended.

3. Analogously the breakout and gold and silver could be delayed

4. I think the delay will be short term (Weeks? Months? Surely not years) In 1929 the stock market peaked September 3^rd <grin>

The Armenia/Azerbaijan peace deal highlights Trump’s use of the US economy and huge consumer market as his key weapon in his book “Art of the Peace Deal”.

MORE ON INTEREST RATES

We feel the manner in which the US mainstream financial press ignores the imminent danger of a major hike in interest rates is of great help to our speculative posture. Here is the current list of important facts the US press ignores:

1. Over-weighting the power of the FED. For the first time in September of 2024, long term interest rates went UP substantially right after the Fed cut interest rates!

   

   LINK to FED Chart: https://tradingeconomics.com/united-states/government-bond-yield

2. The US Dollar has collapsed since January: