What's Your Number? Iran’s Economic Warfare
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Mar 11, 2026 They run through a market rebound amid sirens, highlighting rebounds in Israeli SaaS and rallies in defense tech. They explore a thesis that Iran is shifting to economic warfare—targeting oil, gas, fertilizers, data centers, and the Strait of Hormuz. They flag regional political shifts in Lebanon and budget tensions at home while weighing whether these strikes can move markets.
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Watch Rebound Opportunities In Punished SaaS Stocks
- Monitor sector-specific rebounds after sharp selloffs; punished SaaS names like Wix and monday.com can lead recoveries.
- Yonatan points to Wix's 33% weekly rise driven by buybacks and strategic acquisitions despite warrant nuances.
Lebanon's Leader Publicly Distanced From Hezbollah
- Lebanon's president Michel Aoun publicly criticized Hezbollah, required visas for Iranians, and proposed direct Israeli-Lebanese ceasefire talks.
- Yael and Yonatan see this as a rare state pushback that could reshape northern front dynamics.
Iran's Five Pillar Economic Warfare
- Iran is pursuing economic warfare rather than symmetric military escalation, targeting global pressure points to inflict pain without matching U.S./Israeli military strength.
- Yonatan maps five targeted areas: oil, natural gas, fertilizer supply, AI/data centers, and the Strait of Hormuz choke point.