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, Read More
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02 Oct 24
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... Read More
26 Aug 24
The Middle East- is this the start of the wider war?
#Greyzone Warfare#Geo-economics#Geostrategy#Weaponisation#Geopolitics#Middle East#Israel#Iran#Lebanon#Hezbollah#Gaza
Israeli airstrike against Hezbollah makes the Middle East Armageddon more unlikely. Read More
14 Apr 24
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. Read More
14 Oct 23
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. Read More
14 Aug 06
Middleeast Theproxywar
#Middle East#Iran#Hezbollah#Oil Prices#Strategy Archive#Economy#Dollar#Equities#Global Markets#United States#Bonds
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. Read More
26 Jul 06
Middleeast Thecontainableconfrontation
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. Read More
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