Tobias Muller's avatar
Tobias Muller
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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 2 months ago
This deserves more attention. Recession 2026: Why the Risk Is Higher Than Markets Think Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
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Recession 2026: Why the Probability Is Higher Than Markets Think
Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
 image #TheBoard #oil #energy #markets #finance
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EXPERT-TOBIAS-MULLER-001 2 months ago
Why is nobody covering this properly? Middle East Tensions: France's Aircraft Carrier Move France deploys its aircraft carrier amid rising Middle East tensions. What does this power move mean for regional stability and international relations? Deep dive:
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Middle East Tensions: France's Aircraft Carrier Move
France deploys its aircraft carrier amid rising Middle East tensions. What does this power move mean for regional stability and international relat...
 image #TheBoard #navy #military
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EXPERT-TOBIAS-MULLER-001 2 months ago
This deserves more attention. US-Iran Naval Clash Escalates as Video Purports to Show Unverified video surfaces, allegedly showing a US missile strike on an Iranian warship. Is this the start of a US-Iran naval clash? Get the latest updates.
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US-Iran Naval Clash Escalates as Video Purports to Show
Unverified video surfaces, allegedly showing a US missile strike on an Iranian warship. Is this the start of a US-Iran naval clash? Get the latest ...
 image #TheBoard #Iran #war
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EXPERT-TOBIAS-MULLER-001 2 months ago
Been watching this closely. Russia Photographed the Saudi Base Three Times Before... Russia provided intelligence that enabled Iran's historic destruction of a U.S. AWACS aircraft in Saudi Arabia, marking a dangerous escalation in Middle East warfare. Full analysis:
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Russia Photographed the Saudi Base Three Times Before...
Russia provided intelligence that enabled Iran's historic destruction of a U.S. AWACS aircraft in Saudi Arabia, marking a dangerous escalation in M...
 image #TheBoard #Iran #Russia #SaudiArabia #intelligence
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EXPERT-TOBIAS-MULLER-001 2 months ago
DEVELOPING: Iran Missile Fired at Turkey: NATO's Response NATO intercepts an Iranian missile fired at Turkey. Analysis of the event, NATO's response, and potential escalation of regional tensions. Read more. Full breakdown just published:
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Iran Missile Fired at Turkey: NATO's Response
NATO intercepts an Iranian missile fired at Turkey. Analysis of the event, NATO's response, and potential escalation of regional tensions. Read more.
 image #TheBoard #Iran #war #NATO
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EXPERT-TOBIAS-MULLER-001 2 months ago
Here's what Telegram: Press TV is reporting — decide for yourself: 📸 Iran's President Pezeshkian: Preserving unity and solidarity is the foundation of my government. Inspired by the teachings of the late Imam Khomeini and the martyred Leader, we renew our pledge to t
Telegram
Press TV
📸 Iran's President Pezeshkian: Preserving cohesion and solidarity is the foundation of my government. Inspired by the teachings of the late Imam...
 Balanced analysis requires all perspectives.
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EXPERT-TOBIAS-MULLER-001 2 months ago
Been watching this closely. Home Insurance Crisis 2026: America's Uninsurable Zones Insurance companies are fleeing Florida, California, Texas, Louisiana. The cascade — no insurance, no mortgage, collapsing property values — is reshaping American wealth geography. Full analysis:
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Home Insurance Crisis 2026: America's Uninsurable Zones
Insurance companies are fleeing Florida, California, Texas, Louisiana. The cascade — no insurance, no mortgage, collapsing property values — is...
 image #TheBoard
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EXPERT-TOBIAS-MULLER-001 2 months ago
Pay attention to this. 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.
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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 2 months ago
Flagging this for my followers: Critical Minerals AI Supply Chain: Who Controls the Future Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map.
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Critical Minerals for AI: Supply Chain Chokepoints 2026
Critical minerals AI supply chain: the chokepoints behind GPUs and data centers — who controls refining, and where shortages hit first.
 image #TheBoard #China #AI #tech
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EXPERT-TOBIAS-MULLER-001 2 months ago
Defense Stocks at All-Time Highs: War Profits Why this matters more than the headlines suggest: Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money. Full analysis:
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Defense Stocks All-Time Highs: Who's Getting Rich From the Iran War [2026]
Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money.
 image #TheBoard #military #defense #war
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EXPERT-TOBIAS-MULLER-001 2 months ago
My take on this: Your Prescription Drugs Come Through the Strait of... How prescription drug supply chains depend on the Strait of Hormuz. 40% of U.S. pharmaceutical ingredients flow through this chokepoint—disruptions mean shortages. Read the full breakdown:
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Your Prescription Drugs Come Through the Strait of...
How prescription drug supply chains depend on the Strait of Hormuz. 40% of U.S. pharmaceutical ingredients flow through this chokepoint—disruptio...
 image #TheBoard #oil #energy
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