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The Iran Snapback - A Risk Asset Risk?
The Iran Snapback - A Risk Asset Risk? Investment Conclusion On August 28, 2025, the European signatories of the UN Joint Comprehensive Plan of Action (JCPOA) activated a Snapback clause in the JCPOA that will reimpose sanctions on Iran after 30 days. This is on foot…
ME – No Taco but Attack
ME – No Taco but Attack Investment Conclusion. President Trump has not gone TACO on Iran. The US will attack Iran’s nuclear asserts (e.g. Fordow) if Iran does not totally surrender its nuclear assets in short shift. No more negotiations. No more ducking and weaving. No…
Israel Vs Iran Update: The Thin Edge of Judgement
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…
Middle East: Good Cop, Bad Cop & The Bactrian Camel
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…
Middle East – Iran – Update – Nukes
Iran's rising stockpile of weapons' grade uranium is proof Tehran is looking to nuclear weapons to replace its shattered proxies, Israel will not tolerate this. The timing of war and its scope is still towards end of this year or early 2026. But this is a guess, A lot depend…
Absolutism Is A Bad Thing
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.