Situation Monitor #6: Fake Ceasefire? Or Is It...

4/10/2026 Weekly Portfolio Update

Apr 12, 2026

∙ Paid

It’s been a wild week with more chaotic developments on the war. On the one hand we have negotiations, while on the other hand we have continued military buildup in the region. These are conflicting signs, thus it is no wonder the people (and traders) struggle to derive a coherent position of either side.

Today’s edition is unstructured, but with great alpha.

So what is actually happening? How can we trade it? And what are the risks?

Iran

Keep reading with a 7-day free trial

Subscribe to PROPHET NOTES to keep reading this post and get 7 days of free access to the full post archives.