VMJV - Value Management Joint Venture
06/01/2026
Peace negotiations in the Iran-Iraq War are underway, but a solution is apparently not yet in sight. Even though we are led to believe that an agreement is imminent, reality paints a different picture. The ceasefire has been extended, but whether this brings us any closer to peace remains to be seen. At the other flashpoint in Lebanon, the front lines appear to have hardened, and the ceasefire has been abandoned. Peace efforts in Ukraine are also showing signs of movement. Even the Kremlin is talking about peace negotiations, and EU representatives are happy to join the chorus. However, no one knows how much substance lies behind these talks, which is why attacks on civilian targets continue unabated. The impact of all this on the stock markets is easily explained. The stock market has now priced in all eventualities and is focusing more on the fundamentals of individual companies. This is clearly visible in the performance of the S&P 500.
Welcome to VMJV the new way to do a exchange transaction
05/07/2026
A great deal has happened in recent weeks. Donald Trump is waging a low-key war against Iran and apparently failed to consider the consequences for the global economy. When he realized the impact of his actions on inflation and the crude oil market, he tried to backpedal. This situation could ultimately even strengthen Iran, which would be disastrous for the region. Currently, there is talk of "friends talks," but why should Iran agree to the Trump administration's demands? Given that the president has little support at home, his leverage is extremely limited. Once again, it has become clear that Donald Trump lacks both foresight and even a shred of a plan. It remains to be seen what will ultimately be the outcome of the disaster he has created in the Gulf region.
Welcome to VMJV the new way to do a exchange transaction
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