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Tag: Iran
07 Oct 24

The Mini Podcast on Macro Matters

The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More

04 Oct 24

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, Read More

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

30 Sep 24

The Micro Podcast on Monday Macro

Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz... Read More

19 Apr 24

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. 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

08 Jan 24

Houthi Attacks - The Consequences

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

08 Oct 23

Hamas And Israel - Market Perimeters

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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