Where geopolitics meets the markets.
The biggest moves in markets rarely start on a trading floor. They start with a policy decision in Washington, a supply chain disruption in Asia, a central bank meeting in Frankfurt — or a conflict thousands of miles from the nearest exchange.
Closing the gap most research leaves open.
Most financial research treats geopolitics, macro and markets as separate beats — macro analysts watch policy, equity analysts watch earnings, and geopolitics gets reduced to a footnote. TIER exists to close that gap.
TIER is run by the TIER Research Desk — an independent research operation, not a bank, fund, or institution. The Desk’s lead researcher brings a background in medicine and close to two decades of hands-on market experience, including the run-up to the 2008 global financial crisis.
That period left a lasting lesson: warning signs rarely show up in a balance sheet first. They show up in trade flows, energy markets, political alignments and policy shifts — often months before the financial press catches up. We write under the TIER name, as a desk, because the research should stand on its own merits — not on a personal brand.
Diagnose first, react second.
Headlines tell you what happened; primary sources tell you why, and what’s likely to happen next.- STEP 01Read the primary sources
Central bank statements, trade and shipping data, government filings, corporate disclosures — before any headline.
- STEP 02Diagnose the cause
Trace how a policy shift, supply shock or conflict flows through to prices, sectors and companies.
- STEP 03Rebuild the numbers
Returns, valuations and scenarios recomputed from raw data — never copied from someone else’s terminal.
- STEP 04Publish, then grade
We make calls in public and score them against what actually happened — like our Iran war series.
Six desks. One standard.
Independent. No conflicts. No noise.
We answer to no one but our readers.- Not affiliated with any bank, fund, or institution.
- We hold no positions in the names we cover.
- We accept no compensation for coverage.
- We answer to our readers — and grade our forecasts in public.
Everything we publish is for informational and educational purposes. It is not financial advice — always do your own research before making investment decisions.
Stay ahead of the curve
Research that connects the dots, straight to your inbox. Free forever. No spam. Unsubscribe anytime.