The War Diaries!

“You cannot prepare for war and peace at the same time.”- Albert Einstein.

Since the advent of humanity, bitter wars have been fought primarily for territorial gains which benefit the people in power. One salient feature of conflict is that wherever it’s fought on the planet, it drains a colossal amount of wealth from the nations battling it.

Undoubtedly, the Middle East has been prosperous due to the abundance of black gold and thus has been historically linked to numerous wars.

Nonetheless, lately, the two most powerful nations in ME, Saudi Arabia and Israel were on the verge of a historic pact which would have brought much-needed peace to the region. However, Iran had a sinister plan to sabotage the deal and successfully derailed the pact.

The barbaric attack on Israel by Hamas, precisely 50 years after the surprise attack by a collation of Arab nations, which resulted in the Yom-Kippur war, stunned the world. The meticulously planned operation took the ill-prepared country by storm, which scrambled reserve forces worldwide to raze Gaza to the ground.

There is a high probability that the 9/11 or the Pearl Harbor moment for Israel would snowball into a much wider conflict involving the “Axis of Resistance”. A full-blown-out war in the Middle East at a time when Russia and Ukraine have been battling the deadliest war since WW2 will be catastrophic on various counts.

Today, we will draw out the various outcomes of the Israel-Palestine war and look at how markets will react in the coming days.

PS: The multi-polar world will witness such skirmishes, and thus, we initiated the Thematic investing series beginning with A&D space. New subscribers can read it here:

• Thematic Investing Part 1

• Thematic Investing Part 2

Let’s go!