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Dave Collum notes the S&P 500 is 200% over its historical average valuation, a level he sees as unsustainable. He argues expensive markets eventually revert to cheap, fearing a slow, Japan-like decline rather than a sharp crash.
US Tomahawk missile deliveries to Japan face a severe two-year delay because Pentagon stocks were depleted defending Israel from Iran, undermining a $2.35 billion deal meant to give Japan a counterstrike capability against China.
Saagar argued the Iran war exposed a fundamental strategic inversion where the US expended advanced interceptors to defend Israel, sacrificing its ability to deter China and fulfill security guarantees to top-tier Asian allies like Japan, South Korea, and Taiwan.
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