Attacks, Deals, and Discontent
Context
Welcome to The Adversarial. Every other week, we’ll provide you with expert analysis on America’s greatest challengers: China, Russia, Iran, North Korea, and jihadists. Read more below.***IranOver the last two weeks, President Donald Trump repeatedly threatened major attacks on Iran. Going into the weekend, multiple news outlets reported that he was mulling a major bombing campaign — which would almost certainly result in retaliatory strikes against U.S. bases and allies around the region. But late Saturday night, Trump asserted that a deal was in the works to reopen the Strait of Hormuz, based on which he would hold fire for the The post Attacks, Deals, and Discontent appeared first on War on the Rocks.
What it means
Causal chain
No clear market signal
How to read a signal
- Severity
- the event's market impact, 1–5
- Direction
- ↑ / ↓ likely price move for the asset
- Exp. move
- the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:Most flagged events don't move beyond noise; those count against us (see the track record).Ssmall<1%Mmoderate1–5%Llarge>5%
- Timeframe
- the window we measure over:1dshort5dmedium21dlong
- Conviction
- how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:lowaveragestrong
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Sign up free →Not investment advice · for informational purposes only. Generated 6 Aug, 18:17 UTC