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If there is a past life, Trump must have been the Black Swan reincarnated from that life! Originally, I was optimistic about the US stock market and crypto during the August monetary policy window. But Trump also took notice of this window, and the US-Iran conflict started again. Militarily, on July 28, Iran launched a missile test attack on US troops stationed in the Middle East. Non-militarily, in July, the US reimposed sanctions on Iran's oil sales, including economic sanctions and sanctions on Iranian shipping. Iran launched the attack the day before the Federal Reserve's FOMC meeting, raising expectations of US-Iran conflict, rising oil prices, and increasing CPI. It is speculated that Iran deliberately timed this to give the Fed a reason to hawkishly tighten or even raise interest rates—in simple terms, to put eye drops on Trump. Of course, this is just personal speculation. Fortunately, the market has become somewhat desensitized to the US-Iran conflict. Around July 24, OPEC crude oil peaked near 100, and WTI crude oil peaked near 73. Today, OPEC crude oil peaked near 90, and WTI crude oil peaked near 85. Storage is rebounding, Merck $SKHY back to $132. Micron $MU back to $778, $SNDK back to $1095.