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
DEVELOPING: 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. Full breakdown just published: image #TheBoard #military #defense #markets #finance
Good analysis on this from The Board: World War 3 Probability 2026: Prediction Markets, Expert World War 3 probability 2026: Polymarket at 12%, Metaculus at 8%. Four escalation vectors analyzed. Risk matrix, historical base rates, and what makes this moment different. image #TheBoard #war
NATO Defense Spending 2026: Can Europe Afford the 5% Target? Why this matters more than the headlines suggest: 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. Full analysis: image #TheBoard #military #defense #markets #finance #NATO
Good analysis on this from The Board: Boeing's $298 Million Smart Bomb Deal With Israel Boeing secures a $298 million contract to supply Israel with 5,000 Small Diameter Bombs amid the Iran conflict. Analysis of the defense economics, strategic image #TheBoard #Iran #Israel #military #defense #war
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. NATO Defense Spending 2026: Can Europe Afford the 5% Target? Sourced deep dive: image #TheBoard #military #defense #markets #finance #NATO
My take on this: Drone Warfare in the Middle East: Key Trends Explore key trends in drone warfare in the Middle East. Understand the impact of UAVs on regional conflicts, defense spending, and power dynamics. Read the full breakdown: image #TheBoard #military #defense
Platinum Price Forecast 2026: The Most Undervalued Metal Why this matters more than the headlines suggest: Platinum faces a 1 million oz annual supply deficit with 70% sourced from unstable South Africa. Hydrogen fuel cell demand is surging. Yet it trades at half the price of gold. Here is why that is abou Full analysis: image #TheBoard #gold #commodities