A Low Condition to Function & Energy Is the Key This Week – Top 3 Takeaways – March 16th, 2026
Takeaway #1: In low condition to function
Not a Monday person? Not a morning person? There are various reasons as to why you may find yourself in what feels like a low condition to function today. No matter the cause of your sluggishness today, it’s almost a certainty that you’re far better off than the person to whom that phrase was referenced on Sunday. According to senior Israeli officials, based on their intelligence, Iran’s new supreme leader, the son of the former is “in a low condition to function”. Notably, despite having been the new Iranian leader for nearly two weeks no one has publicly seen or heard directly from said Ayatollah. We know his family was killed during the initial Israeli strikes. We know that he was severely injured and hospitalized (though Iranian’s state media suggested it was only a leg injury). Since Iran’s clerics named their new leader, we’ve theoretically been provided with statements from him every few days. Most recently, what was billed by GSS News universally as being the first public address by the new leader. But here’s the thing. While fake news GSS news covered the statement as coming directly from the new leader – here’s what actually happened... His statement was read out by a presenter on Iranian state television and accompanied by a photo of Khamenei, but no audio or video of the new leader. Right. So, what are the odds that the new leader is really ok and just opted for his stuff to be read by somebody else? What are the odds that Israeli intel is right and that the new supreme terrorist is in a “low condition to function”? I’d most certainly opt for #2. By mid-week last week, rumors began to grow that the new leader was comatose – that appears to be more likely by the day. Meanwhile in an interview with NBC News over the weekend, President Trump went further by saying this... I’m hearing he’s not alive, and if he is, he should do something very smart for his country, and that’s surrender. I don’t know if he’s even alive. So far, nobody’s been able to show him. The president also added this particularly interesting nugget: Iran wants to make a deal, and I don’t want to make it because the terms aren’t good enough yet. That’s interesting...it’s the first time he’s indicated that there are those in a senior capacity in Iran that could be interested in a deal that would put an end to the war. One wonders if Iran has boxed itself into a place where they need the “low condition to function leader” to weigh in on what to do from here but he’s in no position to. Speaking of deals...
Takeaway #2: History in the making?
As I’ve long said in discussing the modern axis powers... China isn’t just China, Russia isn’t just Russia, China is Russia, is Iran, is North Korea (with Little Rocket Man), is Cuba, is Venezuela, is Nicaragua. Breaking up this alliance is key to preventing World War III – which is the high-level reason for why President Trump has been doing what he has been doing. We never want to go to war with Russia, we never want to go to war with China. The best way to avoid this is to A) Break up their alliance and B) Recreate Chinese and American trade. Already Trump has removed Venezuela from the Chinese cog with Cuba currently incapacitated too (and almost certainly will be next once President Trump’s struck the deal to end the war with Iran). As my recent analysis showed with the Venezuela no longer shipping oil to China (which took 80% of the country’s supply previously), and the Straits of Hormuz effectively closed, 49% of China’s oil supply has been taken offline. However bad the current gas prices feel to you – just imagine what would happen if half of all the energy we use was gone? That’s the reality on the ground in China. What’s unpleasant for us is crippling for them, and it’s presenting an opportunity to permanently rework the world’s alliances. President Trump has already done this with the sureing up of support from middle eastern nations, having them side with us as opposed to China’s Axis alliance. We’ve seen this show up in a very big way during this Iranian war. But now what President Trump is seeking is a permanent path to peace. As reported in China through their media... US President Donald Trump on Saturday urged other nations, including China, to deploy ships to help secure the Strait of Hormuz, a key route for global oil supplies disrupted by the war in the Middle East. Many Countries, especially those who are affected by Iran’s attempted closure of the Hormuz Strait, will be sending War Ships, in conjunction with the United States of America, to keep it “Hopefully China, France, Japan, South Korea, the UK, and others, that are affected by this artificial constraint, will send Ships to the area.” Keep Strait open and safe,” Trump wrote in a Truth Social post. It’s interesting that Chinese media is reporting such a thing. Here’s something else that’s interesting. The country’s response through a Chinese government spokesperson: As a sincere friend and strategic partner of Middle Eastern countries, China will continue to strengthen communication with relevant parties, including parties to the conflict, and play a constructive role for de-escalation and restoration of peace. Clearly China isn’t pledging to militarily support the reopening of the Strait of Hormuz, however those are far from fighting words, and they didn’t rule it out either. Related here’s something else that’s interesting that took place yesterday and will continue today. Discussions with China on completely reworking future trade on energy. Trump administration officials met with the Xi administration officials yesterday and will continue today in advance of Trump and Xi meeting in a couple of weeks. What was the initial reporting in China about the talks? The agenda of high-level exchange is already on the table. Also calling this a “Big Year” for U.S. and China trade. This is interesting... President Trump’s goal is to decouple China from the now crumbling axis powers and create a new state of trade that would include the United States supplying much of China’s crude. If that were to take place, it’s a relative certainty that would could see an era of unprecedented peace. Stay turned...
Takeaway #3: The Iran War Recipets
On the war front here’s the update for where we stood as of Sunday... Operation Epic Fury had produced: 13,600 targets struck in Iran, a total that was 4,300 higher over the past three days. In other words, 46% of everything the U.S. has done in bombing Iran has taken place over the prior three days. But as for Iran – the most interesting thing is that they’ve only managed 3,219 total attacks with only 65 per day on average most recently. And as for what those 3,219 targets have actually hit? Only 58, or 1.8% have made their way through allied defenses. With that said there quickly needs to be the execution of President Trump’s plan to ensure oil tankers can traverse the Strait of Hormuz...or else higher inflation could become sticky. I mentioned last week that it could be a defining week for Trump’s presidency. That very much remains the case. Two things can potentially be true simultaneously. He could be winning the war with Iran and ending the modern Axis powers permanently, while simultaneously losing support within this country as most Americans don’t know about the big picture stuff, and are mostly concerned with how much gas will cost when they fill up. Trump needs to find a way for a soft landing on the issue of oil getting through the Strait of Hormuz quickly or he risks winning the war, preventing the biggest war from happening, but all while losing his support in this country. These are without a doubt pivotal moments for his presidency.