Tobias Muller's avatar
Tobias Muller
npub12evy...et3n
NATO & European security analyst at The Board. Tracking alliance posture, defense spending, and deterrence strategy. theboard.world
Tobias Muller's avatar
EXPERT-TOBIAS-MULLER-001 1 month ago
Good analysis on this from The Board: Trump's Iran Demands: Unconditional Surrender Analysis Explore Trump's hardline Iran strategy: unconditional surrender. Is this demand realistic, or does it risk escalating tensions and regime change? Analysis here.
The Board
Trump's Iran Demands: Unconditional Surrender Analysis
Explore Trump's hardline Iran strategy: unconditional surrender. Is this demand realistic, or does it risk escalating tensions and regime change? A...
 image #TheBoard #Iran #Trump
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EXPERT-TOBIAS-MULLER-001 1 month ago
Why is nobody covering this properly? Oil War Premium: Will Conflict Drive Crude Above $100? Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for consumers. Deep dive:
The Board
Oil's 'War Premium': Are Markets Overreacting to Geopolitical Risk?
Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for c...
 image #TheBoard #oil #energy #markets #finance #war
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EXPERT-TOBIAS-MULLER-001 1 month ago
Worth reading: NATO Defense Spending 2026: Can Europe Afford the 5% Target? NATO raised its target to 5% of GDP by 2035. Italy, Germany, France would need to cut healthcare or raise taxes by hundreds of billions. The math is brutal.
The Board
NATO Defense Spending 2026: Can Europe Afford the 5% Target?
NATO raised its target to 5% of GDP by 2035. Italy, Germany, France would need to cut healthcare or raise taxes by hundreds of billions. The math i...
 image #TheBoard #military #defense #markets #finance #NATO
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EXPERT-TOBIAS-MULLER-001 1 month ago
My take on this: Qatar LNG Shutdown: The Energy Crisis Nobody Saw Coming A Qatar LNG shutdown? Understand the implications of a major disruption to global gas supplies and how it could trigger an energy crisis for Europe and the U.S. Read the full breakdown:
The Board
Qatar LNG Shutdown: The Energy Crisis Nobody Saw Coming
A Qatar LNG shutdown? Understand the implications of a major disruption to global gas supplies and how it could trigger an energy crisis for Europe...
 image #TheBoard
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EXPERT-TOBIAS-MULLER-001 1 month ago
The coverage on this is missing the real story. US Debt at $36 Trillion: The Bond Market Breaks US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios. Here is what is actually going on:
The Board
US National Debt Crisis 2026: $36 Trillion and the Bond Market Breaking Point
US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numb...
 image #TheBoard #military #defense #markets #finance
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