from Zero Hedge
By Peter Tchir of Academy Securities
War, Inflation and the Neutral Rate
The probability that we see oil production targeted as part of the escalating fighting in the Middle East has increased. Academy’s General (ret.) Robeson, Rachel Washburn and Peter Tchir discuss this in a highly viewed webinar – Risk of Further Escalation in the Middle East. The webinar was very much driven by audience Q&A, which reflect the uncertainty managers are facing when dealing with the conflict. We highlight oil as disruptions in oil supply or production would have the largest impact on the global economy.
Academy also published a number of SITREPs which can be found here. (you may need t contact your Academy representative for access to all the reports). The most recent SITREP covers the Iranian Missile Attack. We also examine that incident and our outlook from a T-Report perspective in Fool Me Once, Shame on You, Fool me Twice, Shame on Me.