What we have been watching, and what comes next.
For the last fifty-eight days, this newsletter has chronicled the 2026 Iran-Israel-United States war — the missile arsenals, the leadership attrition, the markets that knew before the diplomats, the ceasefire that was not really a ceasefire, the Field Marshal who became a courier, and the post-war architecture quietly being assembled in capitals that will not announce it.
Forty-three editions. No subscriptions. No algorithms. No apps. No WhatsApp channel. Just written analysis, delivered by email to anyone who asks.
The latest from the desk.
DHURANDHAR 3 — Ajit Sanyal's Swansong
A recovered dossier on the April 26 Doval-MBZ meeting in Abu Dhabi. Twelve theories. One Pakistani panic. One swansong. Hamza in the room.
Crystal Ball — What Comes Next
The Middle East got screwed both ways. Israel and India become the new partners. ARISHA — Arab capital, Indian production, Shalom technology — emerges as the post-war architecture.
Special Return — A Field Marshal and a Businessman Walk Into a Strait
Creed returns thirteen days early. On the back-scratching friendship between Donald J. Trump and Asim Munir. The lap dog edition.
What this newsletter is, and is not.
Jasper Creed is a defence and strategic affairs correspondent. He writes for the Geopolitical Intelligence Review. The Review publishes when there is something worth saying, and refrains from publishing when there is not.
It is not a Substack. It is not a podcast. It does not have a WhatsApp channel. There is no subscription tier, no premium content, and no algorithm deciding what to put in front of you. The Review is delivered, in PDF form, by email, to readers who have asked to be added to a quiet distribution list. If you would like to be one of them, the address is below.
"Two visits in three weeks. Two ministries. One capital. When the diplomat goes first and the spy follows, the diplomat was rehearsing. The spy is the actual performance."
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