I built an AI tool to predict what happens in financial markets after the US bombed Iran. This is what @cfosilvia told me will likely occur: - Crude oil will go sharply higher - US equities will go sharply lower - Gold sharply higher - US Treasuries get higher prices, lower yields - US dollar will go higher - Bitcoin & crypto will go lower - International equities go lower but divergent - Real estate has negative pressure - Industrial commodities have mixed reaction (you can ask her to analyze the impact on your portfolio: http://www.cfosilvia.com) Silvia also outlined the critical variables to watch over the next few weeks. 👉 The next 72 hours will determine whether this is a 2-week event or a multi-month regime change in markets. 👉 Strait of Hormuz — If Iran attempts to close or mine it, every commodity in the world reprices violently upward. This is the single most important variable. 👉 Escalation vs. Containment — Does Iran's retaliation remain proportional (missiles at bases), or does it attack oil infrastructure in Saudi Arabia, UAE, or Kuwait? The Iran-backed Houthis have already threatened renewed Red Sea strikes. 👉 Russia and China's response — Russia has called Trump's actions hypocritical. China is Iran's largest oil buyer. Any coordinated response would escalate this beyond a regional conflict. 👉 Speed of resolution — In June 2025, the Israel-Iran exchange resulted in a ceasefire within 11 days. Markets recovered quickly. If this follows that playbook, the selloff is a buying opportunity. If Trump's "regime change" rhetoric means a sustained campaign, we are in a fundamentally different macro environment. 👉 Fed reaction function — The Fed cannot cut rates into an oil shock. If inflation expectations reprice higher, the "higher for longer" narrative returns with a vengeance. Try Silvia for free: http://www.cfosilvia.com(Anthony Pompliano 🌪)