Earnings this week:

Tuesday (March 3)

• CrowdStrike – After Close
• Target – Before Open
• Best Buy – Before Open

Wednesday (March 4)

• Broadcom – After Close
• Okta – After Close
• Abercrombie & Fitch – Before Open

Thursday (March 5)

• Costco Wholesale – After Close
• Kroger – Before Open
• Marvell Technology – After Close
• Gap – After…

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Hypothesis: Iran Strike as Strategic Theatre

The recent U.S.-Israel strikes on Iran may be more strategic theatre than total war. The operation was likely staged to escalate tensions dramatically while controlling the outcome, benefiting the U.S., Israel, and global markets — but not Iran’s leadership.

Key Points:

• Scripted Decapitation: Reports…

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