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Israel Vs Iran Update: The Thin Edge of Judgement

Strategy Report ·David Roche ·16 Jun 2025

Israel Vs Iran Update: The Thin Edge of Judgement Investment Conclusion The war will last longer than the Israeli lightning-strikes that the market is used to. It can also tip into a war focussed on regime-change (as Israel ambitions) or a pause for President Tr…

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Middle East: Good Cop, Bad Cop & The Bactrian Camel

Strategy Report ·David Roche ·13 Jun 2025

Middle East: Good Cop, Bad Cop & The Bactrian Camel Investment Conclusion The Israeli attack on Iran was coordinated with the US. The strategy is intended to force Iran to denuclearise on President Trump’s terms. Thus escalation will be limited for now as Ira…

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