What the market is ignoring now...

[gurpaul88]

Rob Ford.

 

The markets haven't priced Rob Ford in. It would be impossible, since he's priceless. But still...

 

;D

[turar]

The messes the US "created" on either side probably make it less likely Iran would be attacked by a nation state which could be disuaded by nuclear capability.  You think they can work better with malaki or sadaam?  The afghans aren't attacking anyone, they couldn't organize a light bulb change.  The kurds could take over the whole country in a month.  We are bombing the radicals in wasiristan back even further into the stone age.  We basically built them buffers.

I meant more that Iran has a deployed US military or US-guided military on both its sides.

[CorpRaider]

Maybe, but it looks like we might be exit stage left in afghanistan and I don't think the Iraqis are going to be attacking Iran anytime soon.  The military is largely comprised of Shiites (which we liberated from a brutal regime), isn't it? 

[bmichaud]

Thanks to Cardboard for putting the Iran situation onto my radar - still struggling to figure out myself how the recent deal ultimately affects the market, but here are a couple of good articles from this week's Economist:

 

http://www.economist.com/news/briefing/21590959-encouraging-interim-deal-iran-makes-permanent-check-its-nuclear-ambitions-easier

 

http://www.economist.com/news/briefing/21590958-deal-between-america-and-iran-would-have-big-repercussions-shifting-sands

 

[gary17]

Perhaps the market is also ignoring the territorial dispute between Japan and China.

[Palantir]

The messes the US "created" on either side probably make it less likely Iran would be attacked by a nation state which could be disuaded by nuclear capability.  You think they can work better with malaki or sadaam?  The afghans aren't attacking anyone, they couldn't organize a light bulb change.  The kurds could take over the whole country in a month.  We are bombing the radicals in wasiristan back even further into the stone age.  We basically built them buffers.

I meant more that Iran has a deployed US military or US-guided military on both its sides.

 

I agree with this. Can't help but wonder if part of the deal with Iran is to set them up as a potential partner for Afghanistan. (We'll withdraw from around you and let you spread your weight, if you don't make nukes).