The Kobeissi Letter|Mar 04, 2026 11:53
BREAKING: US stock market futures surge as the New York Times reports that Iran made a "secret" offer to the US to negotiate a deal to end the war.
Potential terms include:
1. Iran to abandon or drastically curtail its ballistic missile and nuclear programs
2. Iran to abandon or drastically reduce support for proxy groups
3. In return, Trump has "suggested" he would allow Iran’s surviving leaders to maintain power
4. Trump has "suggested" he would employ the "Venezuela model"
5. It remains unclear if a deal is feasible at this point in time
We are between Step #6 and #7 of our "Conflict Playbook."(The Kobeissi Letter)
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