US stock market futures surge as the New York Times reports that Iran made a “secret” offer to the US to negotiate a deal to end the war.

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Report says Iran’s intelligence signaled willingness to talk with CIA, but details and feasibility are unconfirmed.

The Kobeissi Letter
@KobeissiLetter
BREAKING: US stock market futures surge as the New York Times reports that Iran made a “secret” offer to the US to negotiate a deal to end the war.

Potential terms include:

1. Iran to abandon or drastically curtail its ballistic missile and nuclear programs

2. Iran to abandon or drastically reduce support for proxy groups

3. In return, Trump has “suggested” he would allow Iran’s surviving leaders to maintain power

4. Trump has “suggested” he would employ the “Venezuela model”

5. It remains unclear if a deal is feasible at this point in time

We are between Step #6 and #7 of our “Conflict Playbook.”



Factcheck: The NYT article confirms Iran made a secret indirect outreach (via another country’s intel service) to the US/CIA offering to discuss ending the war, right after strikes began. US officials are skeptical short-term. No public details match those exact “potential terms” or Venezuela model. Futures aren’t surging—they’re down amid oil spikes & inflation fears from the ongoing conflict. Partially accurate, but hyped on specifics & market reaction.

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