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Toshio Matsuda, Samurai Lecturer, Commentator & Intl Economist
Straight from the Shoulder
Official Website : http://www.chokugen.com/e/
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(This issue is submitted to a Washington D.C., Seattle, and Zurich think-tank as the English edition of “Straight from Shoulder”.)

"Straight from the shoulder " by Toshio Masuda-Samurai Lecturer
Above is on those facts and my imagination
May, 2026
( Free of charge to the people I met)
If you understand Trump’s true nature, you can foresee the outcome of the ongoing wars.

Trump’s “America First” means putting American interests above all else.
There is a Japanese expression, “yarazu-bottakuri” (profiting without giving anything in return), and Trump is the very embodiment of it.
Using America’s military and economic power as leverage, he forces other countries to pay under the name of tariffs, and further compels nations like Japan and South Korea to make hundreds of billions of dollars in investment into the United States.
In the Ukraine war, Europe supports Ukraine as part of Europe. However, Trump’s support for Ukraine comes with strings attached: in exchange, the United States secures rights to Ukraine’s rare earth minerals and postwar reconstruction interests.
In the Israel・Hamas conflict, Trump supports Israel in order to push Palestinians into the desert and develop Gaza home to the world’s longest coastline into the Middle East’s premier Riviera.
An invasion of Venezuela would aim to control its 300 billion barrels of oil reserves, while an attack on Iran would be intended to dominate its 200 billion barrels of oil and 34 trillion cubic meters of natural gas reserves.
Since the U.S.・Israel airstrikes on Iran on February 28, the Strait of Hormuz has been effectively closed. Of the 20 million barrels transported daily, 12 million barrels (60%) excluding 8 million via alternative routes have become undeliverable.
As a result, orders have surged from around the world, including Japan, to the United States, which boasts the world’s largest oil production. The American oil and gas industry is operating at full capacity.
Furthermore, just as Trump reportedly summoned CEOs of weapons manufacturers to the White House and requested that production of Tomahawk missiles and drones be doubled, the U.S. defense industry is also running at full capacity.
Trump claims that ceasefire negotiations with Iran are progressing smoothly and that an agreement will soon be reached, ending the war. The market has responded favorably, with the New York stock market hitting record highs day after day.
However, once the Iran war ends and the Strait of Hormuz becomes safe for free navigation again, high-cost American oil will become less competitive, and demand for U.S.-made weapons will decline.
Both the oil and defense industries are core sectors of the U.S. economy, with broad ripple effects.
By blocking the entrance and exit of the Strait of Hormuz, the United States is effectively strangling Iran economically. Over time, Iran may be driven into a corner, like Japan just before the attack on Pearl Harbor forcing it into a desperate “cornered rat” response.
Iran could be pushed into a final stand similar to Japan’s kamikaze tactics and, like Japan, ultimately be forced into unconditional surrender.
If a ceasefire agreement is reached under current conditions, even if uranium enrichment is temporarily halted, enriched uranium would still remain. Moreover, Israel would not be able to completely eliminate the hypersonic missiles and their bases that it fears.
To fully eliminate the Iranian threat and to fulfill Trump’s ambition of complete control over Iran’s resources Iran must be driven to unconditional surrender.
Although Trump has no real intention of ending the Iran war, he speaks as if it will conclude within a week or two, driving stock prices to record highs.
In such a situation, rather than being misled by what appears to be a staged performance between Trump and Wall Street, the correct strategy may be to sell aggressively while expressing gratitude to Trump.

Samurai MASUDA
www.chokugen.com/e/
Any question to: tmasuda2010@live.jp


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Written by Toshio Masuda