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Beta Report

Three Myths About The Third Gulf War

by Marko Papic, Chief Strategist   Katia Shtrevensky, Principal Analyst  

The market narrative around the Gulf conflict rests on three flawed myths: the UAE is not “finished,” Iran cannot close Hormuz indefinitely, and the war is not fundamentally about China.

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BCA Research | GeoMacro Strategy

The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.

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