Strategy Insight
Iran Sticks To Its Strategy
Just as we declared that geopolitical risk has peaked for the year – in yesterday’s Alpha report – President Trump has declared the ceasefire with Iran over after repeated violations via strikes against three tankers in the Strait of Hormuz. That is the life of an investment strategist. But the underlying dynamics continue to play out as we’ve described.
BCA Research | GeoMacro Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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