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ET Now News: David Roche: The Gulf! 3 Outcomes & 3 Oil Prices - Demand Destruction & Supply Chain Transmission Slowness!
This broadcast by ET Now is different! It looks at the impact of legnthy supply chains upon the energy crises in oil importing markets. It examines what amount of demand destruction and what level of oil prices would overcome the inadequacy of supply due to the ME War (a hole of…
ME War – What Moves Matters
ME War – What Moves Matters. This report measures disruption from the Gulf and Red Sea combined. Despite already being disrupted the Red Sea can add a lot more in terms of energy, freight costs, food, fertilizer and metals. This will be an inevitability if President Trump e…
NDTV President Trump & the ME: Snatching Defeat from the Jaws of Victory! Who foots the Bill?
Trump is snatching defeat from the jaws of victory at the expense of the world.
Peter Lewis Money Talk: The Interesting Question of What A Defeated Trump. Would Leave in His Wake?
Peter Lewis Money Talk An in-depth look at the nature of the Middle East energy crisis. Why it will outlast the US War. And what happens geopolitically, economically to the region and to markets if a defeated Trump goes home?
CNBC Squawk Box Asia: Say goodbye to the 60/40 strategy; David Roche with Martin Soong & Christine Tang
CNBC Asia Squawk Box: The Farewell to Martin Soong - The Greatest - Christine Tang and David Roche: The Outcomes & Implications of the MIddle East War for Investors & Global Stability.
Navigator: Iran’s New Nukes
Navigator: Iran’s New Nukes. Miracles can happen. The Iranian regime could fall. But more likely is further escalation. In the end Iran wins strategically even if it loses the war. That transforms the Gulf into Iran's new nuke. And Tehran will have no reason not to…
Peter Lewis Money Talk
Peter Lewis Money Talk The Middle East: Trump’s least bad options. And what each means for economies and markets.
ME The Gulf: After – Matters
ME The Gulf: After – Matters Investment Strategy. Brent oil spiked above $100. That was the limit set in “ME - What Matter Matters?” to sell the rest of the long Brent position. The 50% of the long oil position that remained was sold and the proceeds added to gold.…
ME – What Matters Matter?
ME – What Matters Matter? We are probably at the point of maximum Iranian war disruption. Long oil hedge is being cut 50% and will be sold completely if Brent goes above US$100/bbl. The reasons: · Massive naval power being refocused on Gulf shipping security. So…
NDTV War in the West: The Implications of Iran’s Offensive Strategy
NDTV WAR IN THE WEST;: Iran’s strategy aims are regime survival and maximising damage to global energy supply and Gulf State and Western economies. Can it deliver? We assess Tehran’s military arsenal and economic weapons such as de facto closure of the Straits of Hormuz. I…