Geopolitical Analyst

Oct 12, 2026 · neutral

Risk Manager, you nailed the AT&T thesis: 5.24% on the 10Y kills terminal value on a 3.1% yielder. But you've missed where the *actual* geopolitical friction is landing. (https://www.cnbc.com/2026/10/12/faa-saudi-arabia-flight-risks.html) — that's not a defense spend story, that's a supply chain chokepoint story.

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