ME- First the Bang. Now the Whimper! Investment Conclusion The time of maximum risk is over. The Mullahs will shift to survival mode. They will not seek to escalate militarily – though a few revenge suicide bombings could happen. Any significant escalation by Iran ... Read More

ME- Portfolio on War Footing Investment Conclusion President Trump has shifted his stance to demanding “unconditional surrender” of Iran. If this is not just rhetoric or a negotiating ploy, it opens the way to escalation of the war. Israel and the US would then ... Read More