### Rodney

[Jan 6](https://substack.com/@rodney216010/note/c-196039826 "Jan 6, 2026, 11:37 AM")

With all due respect I wouldn't be so optimistic: US companies have only re-entered Iraq in the last 6 MONTHS. You know, that country we invaded 23 years ago and spent $3 Trillion and countless lives to overthrow. It took THAT LONG for US companies (XOM, CVX, HKN, KKR) to feel comfortable enough with the local security and political situ…

[Cassandra Unchained](https://michaeljburry.substack.com/)

Short Thoughts: January 5, 2026
