Negotiations
Situation Monitor #7: 4/17/2026 Weekly Portfolio Update
We are entering the weekend with massive developments unfolding on Iran war. While there are almost no details, there is a lot we can derive from recent action. With a proper framework at hand, the situation becomes much more clearer.
Trading journal style as usual, enjoy my thoughts and assessment coming into the weekend, when usually the situation develops fast.
Iran
I’ve shared a teaser post today:
PROPHET@prophet_notes
Ukraine has a rather simple negotiation framework.
Gaza had somewhat more complex negotiation framework.
But Iran has a very complex negotiation framework. And I don't expect the complexity to lessen in any future conflict in the foreseeable future.
5:52 AM · Apr 17, 2026 · 37 Views
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