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Last week, Trump said that we are winding down operations in Iran. Then on Saturday, he announced a 48-hour ultimatum to open the Strait of Hormuz, threatening to target their power plants if that doesn't happen. That 48 hours ends tonight. But this morning, the taco truck might be arriving. Trump says that talks with Iran are going so great that he's going to delay the deadline by five days. Specifically, he said that there have been very good and productive conversations regarding a complete and total resolution of our hostilities. Meanwhile, Iran says there haven't been any talks at all. So there's that. Iran's parliament literally called it fake news to manipulate the markets. All of this pattern sounds familiar to you, that's because it is the taco trade and the market's love of a tasty taco. For the uninitiated taco stands for Trump always chickens out. He hates it, but he doesn't hate what it does. The Dow is up a thousand points this morning, the S&P up, the NASDAQ up. And we know that the war will end. And when it does, we basically got a preview of how fast the market is going to react. Could the end of the war be soon? From day one, the administration's been saying that this isn't a forever war. Trump says it's just a little short excursion. It could be over pretty quickly and that there's practically nothing left to target. So our job is to think about w...