Navigator: The Suicidal Sheep

Strategy Report ·David Roche ·05 May 2026

#Iranian Confrontation #AI #Israel-Iran War #US Iranian Peace Negotiations #Iranian War #Energy Impact Iranian War #US-Israeli War on Iran - Macro Economic & Market Implications #Trump and Iran-cutting through the vebiage. #The Straits of Hormuz - The New Iranian Nuke #AI Bubble & Middle East Bust
Navigator: The Suicidal Sheep

The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent. 
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