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I was listening to a Podcast today and one of the dudes made the point the Iran War is good (relatively speaking) for reinndutrialization and industries in the U.S. The input costs for most of the globe will rise significantly higher than they do in the U.S.
And no he wasn't saying it was a good thing, but pointed it out as reason for why the stock market hasn't declined that much this year. It was interesting point and I just ran across this article.
https://twitter.com/zerohedge/status/2034035587464761706?s=46
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Posted : 03/17/2026 7:55 pm

