title: @plur_daddy: The odds of gradual escalation in this conflict with Iran are high.
Because of the past few rounds,...
author: @plurdaddy
contenttype: tweet
publication: Twitter/X
published: 2026-02-28T11:17:44+00:00
sourceurl: https://x.com/plurdaddy/status/2027704770908000620
word_count: 328
The odds of gradual escalation in this conflict with Iran are high.
Because of the past few rounds, the market is conditioned to view this strike as a one and done. This is unlikely. The Iranian regime is not going to cave into Trump's demand of "no nuclear forever", if they were open to this, they would have done so before the strikes. What this means is that both sides will dig in. Trump will keep the military armada in position and periodically deliver strikes, and the situation will gradually escalate.
Because he is reluctant to go in with ground troops, the true sovereignty of the Iranian State will not be challenged. What is more likely is that this attack sows the seeds for internal strife and a failed state down the line. In the meantime, as the Iranian regime will not capitulate, Trump will not be satisfied. What gets him there? Either domestic pressure, or complete obliteration of their ability to retaliate (air and missile capabilities, plus all of the nuclear facilities of course).
Gold is already up a lot and likely continues to be pressured higher. If you were not already in position, one option is to wait for the first wave of hope for an easier resolution, there may be a wait-and-see break of a couple days, and prices will give an entry. I am riding and not planning on taking profit even though there may be some significant volatility.
There is not that much for me to gain by posting so in general been feeling less motivated to do so. I enjoy writing but there are simply not enough hours in the day to cover every asset class and an infinite number of equities out there, and the vibes here can be challenging. In this case, felt I had a useful take and wanted to share it, but note that I may not update these views as the situation evolves, which it surely will.