Investment Strategy - The market adage suggests selling into the buildup of a war and buying the invasion [1] - The rationale behind buying the invasion is that the actual event is often less severe than the worst-case scenarios imagined during the buildup [2] - The invasion is like "pulling off the band-aid," the anticipation of pain is worse than the event itself [2] Geopolitical Risk Assessment - The US is unlikely to intervene if it anticipates a prolonged conflict [2]

Ukrainian bonds rose the most in a month after US President Donald Trump pressured Russia’s Vladimir Putin to quickly stop the war in Ukraine https://t.co/GOzuIRZQ3h ...

Ukraine faced another Russian drone and missile attack early Monday, with air raid alerts sounding across the country for at least six hours since midnight Kyiv time https://t.co/ZaX7ztJ8Hu ...

Geopolitical Analysis - The report suggests a potential shift in strategy towards a full military effort by Israel in Gaza, likened to the Allied actions in Tokyo and Berlin during World War II [3][4][6] - The speaker indicates that humanitarian quarters will be opened in Gaza, with Israel working with the UN and the World Food Program to provide food [2] - The speaker mentions President Trump's instruction to Prime Minister Netanyahu to "finish the job this week" [1] Conflict & Resolution - The report highlights the view that negotiating an end to the conflict with Hamas is not feasible, characterizing Hamas as a terrorist organization [3] - The speaker raises the possibility of offering safe passage to Hamas fighters in exchange for the release of hostages [5] - The speaker states that Hamas could end the conflict immediately by surrendering and releasing the hostages [5] Humanitarian Concerns - The speaker expresses hope for the safe return of hostages held by Hamas [5] - The speaker acknowledges the ongoing loss of Israeli soldiers, with a rate of four to five per week [5] - The speaker asserts that there is no future for the Palestinian people as long as Hamas remains in power [6]

After more than four decades and 40,000 dead, the war between Turkey and the Kurdistan Workers’ Party seems to be drawing to a close.Turkish policymakers are now worried about the threat from Israel https://t.co/JtB2qEjfNs ...

School-leavers losing their lives for Russia in Putin's war with Ukraine https://t.co/oEc4BAxWGa ...

“War turbocharges production. It turbocharges innovation races.” On “Money Talks”, @cerianrj travels to Ukraine and finds lessons for the West on how to re-arm without re-industrialising https://t.co/gmsPN6Ot8K ...

Donald Trump originally called Vladimir Putin a “genius”, while blaming Ukraine for the war and humiliating its president in front of the world’s press. His new position is rather different.We explain what to make of the U-turn https://t.co/aJEYDYfu0c ...

Gazans keep dying at the centres. Israel says they are working as intended https://t.co/lANFHrO8pB ...

Russia is grinding ahead but paying an excruciating price https://t.co/npsmxp6Tu5 ...