The Long View, institutional investor, posted on X. The ongoing closure of the Strait of Hormuz remains uncertain as tensions escalate between Iran and other nations. The situation is influenced by recent events involving the new Ayatollah, whose family members, including his father, wife, daughter, and grandchildren, were killed in recent attacks.
The Ayatollah's father was known for his famous quote, 'Be at peace with those who are at peace with you, and at war with those who are at war with you.' This philosophy appears to resonate with the current Ayatollah, who is believed to share his father's views.
The Ayatollah's perceived mission is to help establish a new Islamic state, which he believes will lead to the return of the messianic 12th Imam, a figure associated with the final judgment in Islamic eschatology. This belief may influence the duration of the Hormuz Strait's closure as Iran continues its conflict.