Is The Gap Too Wide To Bridge?

Situation Monitor #8: 4/26/2026 Weekly Portfolio Update

Apr 26, 2026

∙ Paid

I’ve written this article 3 times now, but the effort to get the situation right paid off. It’s all Iran and my current understanding of the situation. It’s been a difficult journey as I don’t like my conclusions, but I’ve accepted that this is where we stand now and nothing can change it.

Iran

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