Briefing № 069Declassified 2026-11-04

Topic Silo · 021 Files

Iran

Analysis tagged "Iran" on The Arc of Power.

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FILE 068

Ukraine's Peace Track Masks an Escalating Shadow War

GeopoliticsNovember 2, 202612 min read

FILE 054

US-Iran Talks This Week: What the Money Already Prices

GeopoliticsSeptember 28, 202612 min read

FILE 050

The Pentagon's Europe Drawdown Is Already Priced In

GeopoliticsSeptember 18, 202612 min read

FILE 040

Reddit Sees War. Polymarket Sees Peace. Who's Right on Iran?

GeopoliticsAugust 19, 202611 min read

FILE 039

Alliances as Leverage: Trump's Korea Drill Gambit

DiplomacyAugust 17, 202613 min read

FILE 033

Who Gets to Start Wars? The Senate Just Forced the Question

GeopoliticsJuly 15, 202612 min read

FILE 032

Trump's Hormuz Toll Play and the 88% Market Spike

GeopoliticsJuly 13, 202614 min read

FILE 030

Netanyahu's 18-Point Collapse

GeopoliticsJuly 3, 202611 min read

FILE 025

The Apache Exchange: US-Iran Goes Direct

GeopoliticsJune 10, 202611 min read

FILE 024

The Ceasefire That Wasn't

GeopoliticsJune 8, 202611 min read

FILE 016

Trump Arrives in Beijing Already Losing the Room

GeopoliticsMay 13, 202612 min read

FILE 013

Polymarket's 78% Iran Peace Odds Misprice the Hormuz Tail

GeopoliticsMay 6, 202616 min read

FILE 011

Hormuz De-Escalation Reprices Energy and Compute Together

GeopoliticsMay 1, 202613 min read

FILE 009

Panda Bonds: China's Quiet Play for European Loyalty

GeopoliticsApril 24, 202610 min read

FILE 008

What the Iran Ceasefire Extension Is Really Hiding

GeopoliticsApril 22, 20268 min read

FILE 007

UAE's Yuan Warning: The Petrodollar's Quiet Crisis

GeopoliticsApril 22, 20269 min read

FILE 006

Iran's Prediction Markets Tell Two Stories

GeopoliticsApril 20, 202611 min read

FILE 005

The Iran Ceasefire Is Theater

GeopoliticsApril 17, 202612 min read

FILE 004

The Xi Variable: How China Is Breaking Maximum Pressure

GeopoliticsApril 15, 202612 min read

FILE 003

The Hormuz Blockade: UK Refuses, NATO Fractures

GeopoliticsApril 13, 202611 min read

FILE 002

The Iran-US Ceasefire Is Built on Sand. Here's Who Benefits.

GeopoliticsApril 11, 202610 min read