Key bits from a PR man:
[PJMedia] Tales of Deceptive PR, Chapter 26: Today, the exact same strategy is at play with the just-revealed U.S.-Iranian memorandum of understanding (MOU), and the shocking number that has tongues wagging, the $300 billion Iranian investment fund.
It’s a huge number. Enormous! It dwarfs the billions in President Barack Obama’s 2015 deal. And because money is a fungible commodity, the $300 billion could be spent on anything — weapons, terrorism, you name it.
Except that’s not at all how President Donald Trump’s deal is structured.
When President Obama airlifted billions of paper dollars into Iran, the mullahs could do whatever they wanted with it. The money was theirs; they 100% controlled it.
In Trump’s deal, that doesn’t happen.
From Reuters:
The new fund is a private investment vehicle, not a reconstruction or reparations programme and will not include any government money or grants, the source said, adding that companies based in the U.S., the Gulf Arab states, Asia, South America and Africa have agreed to commit financing.
Investments pledged span energy, logistics, manufacturing and transport, the source said.
U.S. President Donald Trump pushed back on Wednesday against any characterisation of the fund as a U.S. investment. "We're not investing, we're not putting up 10 cents," he said, adding that he was not asking Gulf countries to invest either. [emphasis added]
Investments pledged span energy, logistics, manufacturing and transport, the source said.
U.S. President Donald Trump pushed back on Wednesday against any characterisation of the fund as a U.S. investment. "We're not investing, we're not putting up 10 cents," he said, adding that he was not asking Gulf countries to invest either. [emphasis added]
The first sentence is key: In a reconstruction or reparations deal, the only metric that matters is the amount you spend. If you offer someone $1 million for reconstruction or reparations, you cut a check and move on. What he spends the money on is none of your business.
But this isn’t a reconstruction or reparations program. It’s an investment fund.
And implicit to an investment fund is the ROI — your return on investment.
Investments aren’t charity. Instead, they’re an opportunity for investors to make more money. And if you’re an investor, your most meaningful metric is the ROI: You put some money in to get even more money out.
After weeks of American and Israeli military attacks, Iran
...a theocratic Shiite state divided among the Medes, the Persians, and the (Arab) Elamites. Formerly a fairly civilized nation ruled by a Shah, it became a victim of Islamic revolution in 1979. The nation is today noted for spontaneouslytaking over other countries' embassies, maintaining whorehouses run by clergymen, involvement in international drug trafficking, and financing sock puppet
militiasto extend the regime's influence. The word
Iranis a cognate form of
Aryan.The abbreviation
IRGCis the same idea as
Stürmabteilung (or SA).The term
Supreme Guideis a the modern version form of either
Duceor
Führeror maybe both. They hate
has already absorbed between $1.5 trillion and $2 trillion in damages. (And that’s excluding the loss of revenue from oil seizures, sanctions, and the U.S. blockade. Plus all the missiles, drones, and hardware it’s already wasted.)
So if Iran behaves — and foreign investors think they can carve up Iran with sweetheart business deals — from America’s perspective, there’s far more upside than downside. Carve that sucker up!
In fact, if we can’t achieve regime change, this is probably our best long-term solution.
Worst case scenario: Iran sticks to the agreement juuuust long enough for foreign investors to spend billions of dollars — but then nationalizes those projects, steals from investors, and reallocates the money for terrorism, weapons, or nuclear development.
And that’s a legitimate concern.
But since the $300 billion won’t be spent simultaneously, Iran can’t steal all the money — that’s impossible. (The moment the first project is nationalized, all foreign investments will cease.) But yes, there’s still a chance for theft, graft, and misappropriation.
| Skipping down to the next point: |
Iran now has a ridiculous amount of oil to sell. Because of the war, sanctions, and the U.S. blockade, all that oil’s been sitting on a shelf, getting stockpiled. And if Iran gets slapped with sanctions again, the oil goes back on the shelf.
Thus, Iran is heavily incentivized to sell its oil ASAP — and flood the market to offset all the revenue it lost. (And if doing so lowers the price for Saudi Arabia, Kuwait, the U.A.E., and the OPEC states that sided against it, too bloody bad.)
This means that — just in time for the midterms — oil prices are going to crash!
Everything that’s shipped by truck, ship, or plane will be cheaper. And as inflation drops, the new Fed Chair, Kevin Warsh, will have a free hand to fulfill one of Trump’s biggest economic goals: lowering the interest rate.
Prediction: When the Federal Reserve meets again on July 28 — a mere 98 days prior to Election Day — interest rates will FINALLY be cut. The collapsing oil prices will negate the Fed’s (earlier) fear of inflation.
And that’s enough time for the American people to feel the benefit!
The 2026 midterms won’t rise or fall on the Iran War. Despite all the teeth-gnashing, the American people don’t care that much about it: Economic concerns still reign supreme. We care about gas, groceries, and household goods.
It’s (still) the economy, stupid!
The least-charitable interpretation of the MOU is eliciting gasps, curses, and moans from the MAGAverse — with the $300 billion payoff serving as Exhibit A. But that money doesn’t belong to Iran, and the MOU was never intended to be the finished document. They’re both a means to an end —and then, perhaps, to a new beginning.
And so was the Iran War.
President Trump had to thread the needle between an unpopular conflict, a vulnerable economy, a still-standing Iranian regime, and the 2026 midterms. Whether or not he struck the right balance remains to be seen — but the short-term political benefits for the GOP are considerable. Ignore them at your own peril.
Related:
$300 billion 06/19/2026 Iran won
$300 billion 06/18/2026 ‘Shall not develop nuclear weapons’: The 14-point memorandum of understanding between the US and Iran
$300 billion 06/17/2026 'We don't owe you anything': Israel is preventing the US from making peace with Iran
$300 billion 06/19/2026 Iran won
$300 billion 06/18/2026 ‘Shall not develop nuclear weapons’: The 14-point memorandum of understanding between the US and Iran
$300 billion 06/17/2026 'We don't owe you anything': Israel is preventing the US from making peace with Iran