Dinar Observer Daily

Steve -Dinar Guru  Things from a PR perspective are not looking very good for Donald Trump…If the Republicans lose the midterms in November, there’s a high probability they’re going to try to impeach Donald Trump…Either Trump knows something we don’t know or everything we’re seeing is really what meets the eye.  I tend to believe Donald Trump is a lot smarter than people give him credit for…I have a hard time believing he didn’t know what was going to happen with this Iran war…I’m actually more optimistic right now than I ever have been before.  The war with Iran is putting immense pressure on the country of Iraq…It’s expelling a lot of the Iranian influence…that held them back….We’re seeing…Trump directly installing US delegation into Iraq…The USA is getting directly involved…which is what we all want to see especially those of us who have a vested interest in the Iraqi dinar revaluation...I was always of the belief Iran had to be dealt with…in order for Iraq to be able to rise up…I think we’re right on the cusp of that. 

Reset Intelligence – Dinar Guru  Inside Iraq: street rate hit 1,553 this week. Revenue collapsed 70% in one month.  299 tanker lorries crossed into Syria carrying crude to the Mediterranean. Two new export routes activated in under 30 days. Presidential vote is…days away.

Mountain Goat – Dinar Guru   The RV saga continues with the election cycle. We are now hearing of a parliamentary session scheduled for April 11th. The Coordination Framework must have a candidate now acceptable to Kurdistan or else they would not be exposing their candidate for presidency thus then moving on to the prime minister next.  Will Al-Sudani have a second term?

Clare – Dinar Guru   Article:  “The dollar is out of state control: Who runs the parallel market in Iraq?”  Quote: “This reveals that the dollar crisis in Iraq is, at its core, a crisis of control, trust, and structure, not merely a reserve crisis. The state still possesses money, but it does not fully control its flow within the economy. Banks still exist, but they have not yet transformed into a reliable and credible channel for society and commerce. The parallel market remains ‘unofficial,’ but it effectively performs a formal function in pricing and providing rapid access to foreign currency. Therefore, the question of who controls the parallel market in Iraq cannot be answered by a single name or entity.“

Steve – Dinar Guru  I’m personally looking at April as a very very big month for possible things to happen.  I believe the dinar can very likely revalue in the month of April…As much as I want the revaluation to happen tomorrow, I’m also trying to figure out the pieces and what’s happening behind the scenes with the country of Iraq.

Reset Intelligence – Dina Guru  April 11 is the vote. The speaker confirmed it on camera. The Coordination Framework said no postponement. That vote unlocks the president. The president unlocks the prime minister. The PM unlocks borrowing authority, the budget, and the HCL.

Kaperoni – Dinar Guru  Article: “Iraq will be the fifth largest Arab economy in 2026, with expectations of continued growth until 2030.“

Militia Man – Dinar Guru   They’ve been working on this for three plus years.  What they’ve done is set the stage.  They are supporting the fact that whenever they do a real effective exchange rate adjustment they can do it ‘effectively immediately’.  Those are some of the words from Alaq.  They did it in 1460 to 1310…A real effective exchange rate can be managed when it’s fully prudent to do so because of all the things they’ve done…They have a system in place to do so…

Sandy Ingram – Dinar Guru   Iraqis are protesting.  This can never be good.  There are thousands of them protesting the war and the fact that Iraq is in the middle of a conflict they did not ask for.  Perhaps the Iraqi’s are feeling helpless.

Clare – Dinar Guru  Article: “Salih: The informal economy hides 67% of the market in Iraq”   Quote:  “the informal economy in Baghdad and the rest of Iraq’s cities represents a source of livelihood for millions of citizens, but at the same time it hides 67% of the market economy, deprives the state of important resources…the adoption of electronic payment through digital payment applications, with its current resurgence, can enhance transparency and facilitate the integration of this sector into the regulated market economy.“

Steve – Dinar Guru  Right now there is a gap of roughly 20% between the actual exchange rate of the Iraqi dinar and what the people are paying for it on the street.  The official exchange rate according to the CBI is about 1310 dinars to $1.  On the secondary market the dinar is trading about 1545 dinars to the US dollar…The last time that happened…the central bank was forced to intervenes and change the rate.  I’m not saying this signals a revaluation tomorrow or this month or anytime soon.  But what this is telling us is Iraq is being forced to make some monetary changes in the near future.

Mountain Goat – Dinar Guru  Article:  “TRUMP: WE WILL LEAVE IRAN WITHIN WEEKS AND A NEW REGIME IS NOW IN POWER IN TEHRAN”  Article quote: US President Donald Trump confirmed on Wednesday (April 1, 2026) that US forces will leave Iranian territory within a period of two to three weeks, stressing that Washington is now dealing – as he put it – with “more moderate and rational Iranian leaders.”…Trump said that “a complete regime change has taken place in Iran, and the current US administration is negotiating with a new, more rational group,” noting that “Iran’s departure will directly impact lower energy prices.”

Jeff – Dinar Guru   The number one thing we’re looking to see…April 11th that they hold a parliament session and put the president to vote.  That’s what we want to see happen…Let’s say they complete the president.  That’s one critical step.  The next would be the prime minister.  They could… extend Sudani’s and his cabinet’s political term.  Completing the entire government Saturday.  That is huge if they do that…You have no idea how significant that is…They’re stating April 11th there is no intention to delay to postpone the president under any circumstances.  They’re also stating Maliki is most likely out and Sudani is in..

Samson – Dinar Guru   Article:  “IRAQ THANKS IRAN FOR ALLOWING ALL TANKERS TO PASS THROUGH HORMUZ”  Quote:  “Iraq is one of the most affected by the closure of the strait, as its oil production fell from about 3.5 million barrels per day to about 1.3 million barrels per day, while exports fell to about 800,000 barrels per day due to the disruption of shipping traffic through the strait“

Militia Man – Dinar Guru  The Port of Ceyhan route is highly important right now and the current Hormuz pressure is accelerating recognition of its value because of Hormuz.  Iraq is benefiting from it.  This doesn’t mean an immediate transformation move on the dinar REER.  It doesn’t mean it’s going to happen today…But it materially strengthens the fundamentals  towards export resilience, non-oil revenue potential and prudent management credentials.  Iraq is showing the deeper global financial integration is still moving forward.  I like it.  It’s stead.  It’s uplifting data to consider.

Sandy Ingram – Dinar GuruIran turned the electricity back on for Iraq in a show of brotherhood.  This happened in time for the US to threaten to destroy Iran’ electricity grid.  We’re all very very concerned about this because if electricity grid in Iran is destroyed, that means Iraq goes in the dark…

Mountain Goat – Dinar Guru   It seems we could see some movement for the completion of the Iraqi election in April and the US and Israel ending this military action against Iran.  April and May could be interesting months to watch. We know the CBI has told us that they fully intend to move on down the road on the currency reform, but the elections and Iranian conflict is holding them back…Remember that Iraq needs a high level of STABILITY and SECURITY to reinstate.

Steve – Dinar Guru   We might not have to wait for the dust to settle with the war in Iran.  The revaluation might happen in the midst of the chaos when everyone’s looking over here, this is happening behind the scenes with Iraq.  That very well could be the play here…I believe we are very close to seeing the fruition of the dinar come forth.  I’m not saying it’s going to happen this month but I think we are on a good track to see some major movement…We’re watching it unfold right before our eyes.

Reset Intelligence – Dinar Guru  Iran just exempted Iraq from every restriction on the Strait of Hormuz…Five nations got passage rights. China, Russia, India, Pakistan, and Iraq. Four of them are allies. Iraq is the only one that shares a border with Iran while hosting the coalition actively bombing it.  The country providing the staging ground for airstrikes against Tehran just received a free shipping lane from the country being struck…Iran called Iraq “brotherly” while bombing Kuwait and Bahrain.

Clare – Dinar Guru   Article:   “A positive appearance: Exchange rate stability reflects the strength of reserves and the flow of goods“ Quote:   “The financial advisor to the Prime Minister, Mazhar Muhammad Saleh, confirmed on Saturday that the stability of exchange rates in the local market reflects positive indicators, while pointing out that the strength of reserves and the accumulation of commodity stock contributed to reducing the fluctuations of the parallel market.“

Militia Man – Dinar Guru   Iraq’s political process remains in a deliberate holding pattern.  The presidential vote has been postponed again with the next scheduled session now set for April 11th.  The government formation is still stalled in the caretaker phase under the Prime Minister Sudani with no meaningful progress on naming a new prime minister or cabinet since November 2025 elections…At the same time strong US opposition to Maliki returning as a prime minister has created significant friction...The system remains stable.  There is no immediate crisis forcing a rushed deal.  Steady and deliberate is the current approach…

Militia Man – Dinar Guru   The plan they have is indeed underway.  It’s obvious the work is visible right in front of our face.  The external environment is giving Iraq’s diversification efforts more tailwind than headwind.  They’re not having a headwind.  It’s not slowing them down…

Steve – Dinar Guru  There’s a lot Iraq is being forced to deal with right now.  I’m believing that is for a specific reason.  The dinar revaluation being one of those reasons.  Because if nothing changes, I don’t think Iraq has that much time.  Unless they get these things under control their country is going to fall apart…I don’t believe that’s the case… Everything we’re seeing is putting the pressure on Iraq that was needed to force them to level up and stop kicking the can down the road.  I think we are in very very exciting times.  

Mountain Goat – Dinar Guru   The RV saga continues with the election cycle. We still see some reluctance from the Coordination Framework to still deny Al-Sudani of a second term. Can his coalition work around this and get enough support? We must keep asking WHY don’t they easily accept al-Sudani? …Iraq seemly progressed to a new level of prosperity in…his time in office.  Oh… but could it be he promised the U.S. he would deal with the Iranian militia inside Iraq? Could it be he progressed Iraq and not help the corruption steady money flows to Iran? Could this be what doomed his next term? Of course, we all know the Coordination Framework is working for the Iranian proxy government and not the people of Iraq. We especially see this because Al-Sudani did win the popular vote from the Nov 2025 election.

Steve – Dinar Guru   A lot of Iraqi dinar investors have been in this for a while and they get discouraged, ‘oh, year after year it’s always the same thing.’  But you have to look at the situation right now.  There has never been the events that we are seeing…that have happened in the last 20 plus years that people have been waiting for this revaluation to happen. It is literally happening in real time right in front of our very eyes.  If you can’t see it then I don’t know what to tell you.  Sell your currency and go invest in something else.  It is probably one of the most exciting times I’ve ever seen.

Militia Man – Dinar Guru   Sudani’s caretaker administration is still intact.  It’s still in place.  All of these things we’re seeing is obviously stressful for a lot of people.  It sounds like it’s never going to happen…Markets are emotion.  No different in this investment.  No different than Gold, went from $5,000 to $4,000 or silver went from $118 to $60.  See the swings?  Markets are very fickle.  You’ve got to know what you own…We know what we own, especially in the Iraqi dinar.

Reset Intelligence – Dinar Guru   Iraq declared formal neutrality this week. Opened a new oil route through Syria. Protected an American journalist kidnapped in Baghdad. Four positioning moves in four days while everyone watched Iran.

Steve – Dinar Guru   The more research you do beforehand and the more you start treating this like a real investment, that it’s going to happen and it is on a specific timeline…and start preparing for the exact moment, the better off you’re going to be.  Because this is going to be a very emotional moment for all of us.  We’ve been waiting many years.  Some of us have been waiting decades.  I’ve been waiting 15 years.  The more preparation you can do and the more knowledge you have and the more wisdom you gather before the revaluation happens, the more sound and wise decision you’re going to be able to make once the dinar revalues. You’re going to be able save a lot more money and therefor have a lot more money to invest.

Jeff – Dinar Investor  Question: “Are we close?”  I think we’re reasonably close.  We’ve just got to see what happens with the war..The war is the critical part of this because at the end of the day everything in Iraq has been paused and delayed until the war reaches an end…As long as they can reach some type of agreement or bring the war to an end April will be legendary…

Steve – Dinar Guru  Whenever you hear the HCL law has officially passed…that is huge news.  Some people speculate the Iraqi dinar revaluation will happen just before the HCL law is passed.  It’s kind of like the chicken or the egg argument.  Which one is going to go first?  They’re both very closely correlated.