Subject: Nuclear Iran: A Clear-Eyed Assessment from Someone Who Was There"

View this email online if it doesn't display correctly
Tavakoli Structured Finance LLC
Allow me to issue and control a nation’s money, and I care not who makes the laws.”
Mayer Amschel Rothschild
Nuclear Iran: A Clear-Eyed Assessment from Someone Who Was There
July 17, 2025

After witnessing Iran's transformation from a secular monarchy into an Islamic theocracy firsthand, I've written a comprehensive analysis of why nuclear weapons in fundamentalist hands pose an unprecedented global threat. My latest piece, Nuclear Iran and Islam: A Clear-Eyed Assessment, draws on decades of following Iran's evolution and combines geopolitical analysis with economic insights you won't find elsewhere. This builds on my previous Iran coverage, including Iran Oil Strategy 2025: Avoiding Past Mistakes, my analysis of Iran Currency Crisis 2025: When Money Dies, and my response to John Bolton's Iran interpretation. As someone who lived through Iran's Islamic revolution and has tracked its consequences for decades, I offer a perspective you won't get from typical foreign policy commentary. Given current nuclear tensions, this analysis couldn't be more timely.
 
Fifty Years in Wall Street
 
I’ve been restoring Henry Clews’s Fifty Years in Wall Street (1908). I have the original book, but the pages have yellowed, and the hinge is cracked. One can download a PDF of the original for free—public domain—from archive.org. Among the gems in this book is an address he gave to Yale students in 1907. If I ever have to give such a speech to students, I’ll adapt his speech of advice to young men starting in life.
 
Clews’s story of Commodore Vanderbilt’s short squeeze was fictionalized in “Face the Music,” the third episode of HBO’s The Gilded Age.
 
For my purposes, I split the book into Part One and Part Two. I added a table of the dates of birth, death, and age at death of the men illustrated in the original book. I also added the dates of birth and death to each photo. Otherwise, I couldn’t keep all the generations of Roosevelts, Vanderbilts, Clewses, Astors, and Rothschilds straight.

3rd Edition

Released February 23, 2022

"Tavakoli's research work has been endorsed by, for example, the late Nobel prize winner, Merton Miller, and the "Big Short" hedge fund manager, Michael Burry."

Intelligent Commodity Investing

360 E. Randolph Street Suite 3007, Chicago, Illinois 60601, United States
You may unsubscribe or change your contact details at any time.