
Valentinus Capital
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Valentinus Capital
@valentinusCap
Únete al club del futuro (las historias del presente ya tienen los precios descontados)




AROUND 15-18 SHIPS PASSED HORMUZ IN THE LAST 24 HOURS This is largest amount of traffic we've seen through the Strait of Hormuz since March 1st. Here are the previous numbers for context: Before the war, the Strait handled 130+ ships per day. Right now, we’re at roughly 10% of normal flow. But here’s the shift: Throughout most of March, traffic averaged just 2 ships/day. But now we’re consistently seeing double digits. So yes, it’s still low but it’s a meaningful improvement. That said, this won’t ease pressure on oil just yet. For that, the Strait needs to fully reopen at scale. We track the Strait of Hormuz traffic daily. Follow along if you want to stay ahead of this trend.



BREAKING: WARREN BUFFETT SAYS — CURRENT SELL-OFF IS “NOTHING” 👀 $SPY He’s waiting for bigger dip !






BREAKING: The world’s largest aircraft carrier just pulled into a Croatian port for repairs. It was not hit by an Iranian missile. It was taken out of the war by a laundry room fire. USS Gerald R. Ford, America’s newest carrier, arrived in Split, Croatia on March 28 after 277 days at sea per USNI News and Military Times. A fire broke out in the aft laundry room on March 12 while Ford was conducting combat operations in the Red Sea. Three sailors were injured. Nearly 200 were treated for smoke inhalation. One hundred sleeping berths were damaged. The fire took hours to bring under control. The carrier that costs $13.3 billion to build was pulled from a war zone because the crew’s laundry caught fire. On the same day the Ford docked in Croatia, CENTCOM announced that USS Tripoli arrived in the Middle East with 3,500 Marines and F-35B fighters per CBS News. USS Boxer with 2,200 more Marines departed San Diego mid-March on an accelerated schedule and will arrive mid-April. USS George H.W. Bush is heading out from Norfolk to replace the Ford. The Pentagon is considering up to 10,000 additional ground troops per the Wall Street Journal. In 28 days of war, America has struck more than 11,000 targets per CENTCOM. Destroyed over 150 Iranian vessels. Flown more than 11,000 combat sorties. Fired 943 Patriot interceptors in four days. Raided Swiss F-35 accounts to cover the gap. Lost an AWACS to a ballistic missile on the ground at Prince Sultan Air Base. Lost multiple KC-135 tankers on the same flight line. Thirteen service members killed. More than 200 wounded per Task and Purpose. And on March 26, Lieutenant General Leonard F. Anderson IV sent a letter to 35,000 Marine reservists asking: “Is your desert MARPAT readily available, is your gear packed and ready to pick up and move?” He told them: “This is not a theoretical exercise. Our forces are currently engaged in operations connected to Iran. A mass mobilization could become reality. Prepare your family.” The carrier is in Croatia. The AWACS is on the ground. The tankers are damaged. The Patriot stocks are depleted. The reservists are being told to check their desert uniforms. And Secretary of State Rubio says the US can meet its objectives “without any ground troops” while adding that the president needs “maximum optionality.” Here is what the consumption arithmetic reveals. The Ford deployed in June 2025. Nine months at sea. It operated in the Arctic, the Mediterranean, the Caribbean for the Venezuela raid, and the Red Sea for Iran. If it stays deployed through mid-April, it breaks the post-Vietnam record for carrier deployments per USNI News. America’s most advanced warship is being used until it breaks, replaced by the next in line, which will also be used until it breaks. The AWACS cannot be replaced. The Boeing 707 has not been manufactured since 1992. The KC-135 tankers are being repaired but every hour of repair is an hour without aerial refueling for the fighters hitting the 11,000 targets. The Patriot missiles are being consumed faster than they can be produced. The Swiss accounts are being raided because the American accounts are empty. This war is not being lost. It is being won at a rate that consumes the instruments of victory faster than they can be regenerated. The machine is eating itself. Full analysis: open.substack.com/pub/shanakaans…






🇺🇳🇮🇷 The Gulf's plan to force Hormuz open just hit a wall at the UN Russia, China, and France blocked Bahrain's Security Council resolution authorizing military force to reopen the Strait. Three veto-wielding powers said no to any language permitting the use of force. A vote is scheduled for Friday but the math hasn't changed. Macron called Trump's "just go take it" approach "unrealistic," warning it would expose any force to Iranian coastal weapons and ballistic missiles. The most devastating line came from the International Crisis Group: "It treats a political crisis as if it can be solved at gunpoint." The Strait was open before the bombs fell. It closed because of the war. Ending the war reopens it. Everything else is theater. The deeper damage is in the relationships. Qatar and Oman, who mediated between the U.S. and Iran for years, now say ties with Tehran are "probably irreparably damaged." They've handed the mediator role to Pakistan, Turkey, and Egypt entirely. Saudi Arabia, which restored diplomatic relations with Iran just three years ago through a China-brokered deal, is now leading the charge against it at the UN. Source: New York Times



The chart below is from BCA's Iran Conflict Dashboard (freely available to the public!). It shows that the number of Iranian strikes on its neighbors remains well below early-March levels. Is Iran holding back or has it simply run out missiles/launchers? bcaresearch.com/collection/bca…






