The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More
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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
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
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
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
25 Jan 24
Things I Believe - Without Proof
#China#Trump#Geopolitics#Ukraine#Middle East#Populism#Taiwan#Grayzone Warfare#Strategy Archive#Europe#US Dollar#Democracy#Investments#European Central Bank#Rates#Policies#Confrontation
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
12 Jan 24
Macro Trilogy
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
27 Oct 23
Dark Clouds
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
24 Aug 23
The Decade Of Going Going Gone
#China#Middle East#Moscow#Strategy Archive#Latin America#Globalization#Services Sector#Africa#Beijing#Friend-Shoring#Economic Struggles#Ideological Alliance
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
04 Nov 22
Oil To Boil
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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