Free Intelligence Briefing — Pinnacle Global Advisors
The complete US-Iran War Trade Thesis. Six theaters. Four scenarios. Full portfolio framework. Free download before April 6.
▶ Time Until Trump's April 6 Deadline
Days
Hours
Minutes
Seconds
Deadline: April 6, 2026 — 8:00 PM Eastern
Iran reopens Hormuz — or Trump strikes the power grid.
The document that mapped this conflict on Day 9 — updated to Day 28 with everything the financial media is missing.
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Ships/day through Hormuz
(was 130)
Brent crude peak
since Feb 28
Days in conflict.
No exit stated.
Goldman Sachs
US recession odds
US troops converging
on the Gulf now
What's Inside the Thesis
The complete chokepoint map. Strait economics. Iran's toll legislation. Why the IEA's 400M barrel release failed.
82nd Airborne. Two Marine Expeditionary Units. Three mission scenarios — Kharg Island, Hormuz islands, nuclear material raid. Market impact of each.
Manpower warnings from the chief of staff. Lebanon ground invasion. Hezbollah's strategic miscalculation. The Israeli equity short thesis.
All six GCC countries struck for the first time since 1988. Country-by-country damage and trade implications. The nuclear proliferation cascade.
Why the Bab al-Mandab is the most asymmetric trade in this war. Activation triggers. What happens if both straits close simultaneously.
Russia providing live intelligence to kill Americans. China as the structural beneficiary. The petroyuan thesis advancing in real time.
The Resolution Framework
The thesis maps exact trade implications for each outcome — so you're positioned before the market decides which one is happening.
The market doesn't wait. Neither should you.
Free. No paywall. contact@pinnacleglobaladvisors.net
Our Commitment
20% of proceeds from paid subscriptions is directed to humanitarian organizations responding to the regional crisis. The conflict we analyze is also a human catastrophe — 1,937 killed in Iran, 1,116 in Lebanon, 20,000 seafarers stranded, millions displaced. Understanding the trade does not require ignoring the cost.
Protecting refugees and displaced civilians from Iran, Iraq, and Lebanon fleeing active combat zones. Over 1 million displaced in Lebanon alone — 20% of the country's population.
unhcr.org/donate →Hormuz closure has disrupted food imports across MENA. Fertilizer prices up 44%. The UN WFP has explicitly warned this conflict is driving long-term food price increases threatening vulnerable nations.
wfp.org/donate →Operating in Iran, Iraq, Lebanon, and Yemen. The WHO confirmed 13 Iranian health infrastructure sites were struck. ICRC provides neutral, impartial humanitarian protection where active combat prevents others from operating.
icrc.org/donate →At least 217 children killed in Iran, 121 in Lebanon. An elementary school in Minab struck on Day 1 killing at least 175, many of them children. UNICEF provides emergency nutrition, water, and protection across all six active theaters.
unicef.org/donate →Emergency surgical and medical care in Iran, Lebanon, Iraq, and Yemen. Over 24,800 people wounded across the conflict. Health infrastructure under deliberate attack — MSF operates where no one else will go.
msf.org/donate →13 Iranian health infrastructure sites confirmed struck. Hospitals in Khatam-al-Anbia and Gandhi reported damage. WHO is coordinating emergency health response across all conflict theaters and tracking health system collapse in real time.
who.int/emergencies →Logo badges above are representational. Official brand assets available at each organization's press & media page. Pinnacle Global Advisors has no affiliation with these organizations — we direct 20% of paid subscription revenue to these organizations as a matter of conscience, not commercial relationship.