Markets are dangerously optimistic about a quick Gulf War recovery, underestimating severe, long-term supply chain disruptions. A "perpetual bull market," driven by retail investors and central bank inaction, ignores impending critical shortages of oil, gas, and crucial helium for chipmaking. Experts warn of a slow-motion, COVID-style seizing up of the global economy, especially impacting East Asia. With blockades and complex production restarts, the author forecasts prolonged shortages and discontent. Governments and companies must act immediately, implementing measures like fuel rationing, increased solar investment, and remote work, to navigate the disastrous economic reality ahead.