Thursday, October 10, 2024

RV UPDATE INSIGHTS BY BREITLING, 10 OCT

 Breitling 

 Right now I don't have confidence in Iraq's economy because what's at stake, what's going on.  Even if they build a minor version of what they want to do [Development Road Project], it's not going to be as big as what they need it to be.  

They needed to pick the right side [East or the West], they didn't. 

 The indicators that they didn't pick    the right side is that Hezbollah and Hamas were going to build their headquarters in Iraq...

It doesn't look like they're going to be part of our markets. 

 They're making bad bad moves right now.  For the first time.  Hezbollah is a shell of what they used to be so we'll see how things work out.


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