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Mads Christiansen

Mads Christiansen

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CIO; digital transformation practitioner and commentator

Waiting Keeps Strait Open, Avoids Disaster
Social•Mar 21, 2026

Waiting Keeps Strait Open, Avoids Disaster

There are 3 options atm: 1. Call it a victory destroy as much as possible and go home - a disaster for the west. 2. USA secures the strait alone - a potential disaster for USA and especially a political disaster for Trump. 3. Wait and see. Don't do 1. Don't do 2. Leaves the optionality to open the Strait later, which is the clear win for the west. This gives everybody time to think things over. https://t.co/FGHomUNCI7

By Mads Christiansen
Europe Must Intervene Now to Stop Chinese Gulf Takeover
Social•Mar 20, 2026

Europe Must Intervene Now to Stop Chinese Gulf Takeover

Trump prepares to end the campaign in Iran, but offers to help an international coalition policing the Gulf and the strait. Very important for Europa to think long term here. If USA leaves now, the Gulf will no longer be...

By Mads Christiansen
Joint Hormuz Securitization Needed Before US Exits
Social•Mar 18, 2026

Joint Hormuz Securitization Needed Before US Exits

This is the US off-ramp plan. However the best solution for the west is a joint securitization of Hormuz (secures the strait, makes control over Iran permanent, and creates leverage towards China) US is unlikely to do this alone, thus they...

By Mads Christiansen
US May Abandon Hormuz, Destroy Iran’s Oil Infrastructure
Social•Mar 17, 2026

US May Abandon Hormuz, Destroy Iran’s Oil Infrastructure

Here is what I think will happen if USA can't keep strait of Hormuz open - I do think that USA will have a very low threshold for pain in the Gulf because Trump is elected on avoiding 'forever wars'....

By Mads Christiansen
Russia's Neighbors Shift Away From Europe, Remain Pro‑US
Social•Mar 17, 2026

Russia's Neighbors Shift Away From Europe, Remain Pro‑US

Countries bordering Russia is not going to rely on defense from Europe in the future. Poland, the Baltic, Finland and Ukraine are not going to be hardliners against USA

By Mads Christiansen
China's Arms Support Could Endanger European Flights over Iran
Social•Mar 16, 2026

China's Arms Support Could Endanger European Flights over Iran

I think it is much more a matter of taking a side. If China starts sending weapons then European planes in the sky over Iran will matter, because China supports shooting down European planes

By Mads Christiansen
US May Abandon Region, Opt for Iran's Destruction
Social•Mar 16, 2026

US May Abandon Region, Opt for Iran's Destruction

If China is doing this, USA might be forced to destroy Kharg and go home and leave the mess. If China and Russia supports Iran and Europa is not helping USA, then USA cannot secure a stable solution, but must...

By Mads Christiansen
China’s Iran Oil Choice Shapes US Exit Strategy
Social•Mar 16, 2026

China’s Iran Oil Choice Shapes US Exit Strategy

Context is that China needs oil from Iran. The cacth22 is: 1. China helps: USA wants to get a fast offramp and avoid boots on the ground - will happen if China helps (then Russia is in a Catch22). China is unlikely...

By Mads Christiansen
Inaction Costs: US Will Reward Allies, Punish Bystanders
Social•Mar 15, 2026

Inaction Costs: US Will Reward Allies, Punish Bystanders

Maybe sounds like just words, but countries not chipping in here are running a risk. Let us look at the US perspective: 1. Iran is a terroist state, that has been supporting terroism for decades, had a 'death over...

By Mads Christiansen
Spotting the Bottom and Trading Tech Amid Fear
Social•Mar 9, 2026

Spotting the Bottom and Trading Tech Amid Fear

A short video, sharing my view on: 1. What will make this market bottom 2. How to trade technology stocks when fear is in the market. https://t.co/g39ErSlEhI

By Mads Christiansen