Powell's giving his Harvard goodbye speech while traders obsess over rate cuts that won't matter in 6 months. 🙄 Meanwhile, Iran just handed us the commodity trade of 2026 on a silver platter. Those weekend strikes on Middle East aluminum facilities sent prices to levels not seen since 2022. Alcoa generated ] in annual revenue with a net margin — razor thin, but aluminum prices just went parabolic. This isn't your typical geopolitical noise. Iran targeting aluminum infrastructure specifically tells us they're weaponizing industrial metals supply chains. When commodity prices spike 20% overnight and everyone's still talking about 25bp rate cuts, you know the market's looking at the wrong scoreboard. The Iran war isn't ending anytime soon. Supply disruption + defense stockpiling = margin expansion for whoever's left standing. 🔥

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