Ahead of the Curve: Forecasting the US-Iran Conflict and the Equity Market Reversal in 2026
The screenshot above comes from Page 7 of the Annual Letter 2026, published in January. In that letter, we clearly highlighted the likely timing of the US–Iran conflict after 23 February 2026 – well before it became a global headline or was priced into risk indicators. This was not a reaction to events. It was […]
