The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More
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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, Read More
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
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
The Middle East- is this the start of the wider war?
Israeli airstrike against Hezbollah makes the Middle East Armageddon more unlikely. Read More
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
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
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
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
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