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Middle East: The Inevitable War That'll Matter to Markets
A war on Iran's nuclear assets is inevitable within a year. That is the geopolitical event that will produce a market meltdown because any attack on nuclear weapons facilities raises the risk of the terminal value of your assets being zero,
Middle East- The Mullah’s Mad Gamble
I got the Iranian attack on Israel wrong. All now depends on Israel's targeting of its escalatory response. If Israel uses its intelligence to decapitate the Iranian regime (and the IRGC), as it did with Hezbollah, then the economic spillover effects (e.g. energy)) will be limit…
The Middle East- is this the start of the wider war?
Israeli airstrike against Hezbollah makes the Middle East Armageddon more unlikely.
Middle East - Small Attack, Big Message
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.
Israel & Iran - The Proxy Veil Is Rent
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.
The Heart And Mind Of Darkness
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.
Autumn Coda
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.
Iran - A Threatening Backdrop
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.
Middle East - The Arc Of Conflict
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.
After Greece Update
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.