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Politics And The Markets 03/23/26

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day.

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“If Iran doesn’t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST!” Trump wrote on Truth Social.

“For ​reasons of decency, I ​have chosen NOT to wipe out the Oil ​Infrastructure on ​the Island,” Trump wrote, but “should Iran, or anyone else, do anything to interfere with the Free and Safe Passage of Ships through the Strait of Hormuz, I will immediately reconsider this decision.”

Kalshi contracts point to a more gradual reopening timeline. Markets imply roughly a 39% probability that traffic normalizes by May 15, rising to about 53% by June 1 and 59% by July 1, indicating expectations that disruptions could persist into the second quarter.

“If the Radical Left Democrats don’t immediately sign an agreement to let our Country, in particular our Airports, be FREE and SAFE again, I will move our brilliant and patriotic ICE Agents to

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VanEck is a global asset management firm offering ETFs, mutual funds, private funds, model portfolios, institutional strategies, separately managed accounts, as well as UCITS funds. Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. VanEck has a long history of looking beyond financial markets to spot trends that create meaningful investment opportunities. We were one of the first U.S. asset managers to give investors access to international markets, which set the tone for identifying asset classes and themes such as gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 that later helped shape the investment industry. The firm oversees $161.7 billion in assets as of September 30, 2025. Disclosures: http://ow.ly/SZ9450N5qTJ.

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