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G7 Finance ministers will discuss a joint release of petroleum from reserves co-ordinated by the IEA in an emergency meeting on Monday. Iran appears to be demanding the unconditional withdrawal of US forces from the Middle East, the end of American military presence in West Asia, and the unconditional surrender of Israel >>> Operation Epic Fury is in danger of turning into Operation Epic Failure Markets : WTI trades up to $115 overnight (down to $100 again on G7 chatters), over 30 Iranian oil depots Israel bombed on Saturday without warning Washington about the real scale, America's NatGas bounty, Global Bond market sell-off!..nowhere to hide.. (higher oil, higher inflation - no more cut - stagflation) , The White house says/wants a 4-6weeks conflict, the mechanism says 6months or more (ONE OF THEM IS CATASTROPHICALLY WRONG..), 'The Strait of Hormuz was not closed by mines, missiles, or warships. It was closed by seven insurance letters' - The war ends when the reinsurance market says it ends. Not when the White House says it ends >>> A REMINDER that nothing really works for any length of time.. with $100-125 WTI for the world economy, nothing..!, so due to markets hurting bigly.. TRUMP will somehow TACO and retreat (WHEN, today, next week, next months?), take troops out of ME, say he's won the war-declare victory, and the new Iranian leader has 40years reign in front of him courtesy of Trump.., U.S can then focus on something else, Cuba maybe, THE PRESSURE TO REOPEN HURMUZ will be huge from here, the economic price is enormous if this last much longer.. The USDollar should / will weaken from here, once the short-term 'risk-off bid' goes away.. Bond markets tumbled in Asia trading as an oil price shock prompted investors to price in higher inflation and deteriorating economic growth ... #stagflation Yields on US Treasuries rose +7bps and expectations for the Fed’s next quarter point rate cut have been scaled back to September #AMZN Amazon made their 2,847 engineers spend 8 months documenting every code pattern, every debugging workflow, every optimization trick. Then fed it all to AI. Then fired them.. Trump's decision to bomb Iran is now the greatest windfall to the Russian war effort on record. If it continues, it might save the Russian war economy.. G7 to discuss joint release of emergency oil reserves Iran war: Israel targets 'regime infrastructure' Live updates: Iran names Mojtaba Khamenei as new supreme leader, state media reports State Department urges Americans across Mideast to depart as strikes continue StockMarket.News on X: "BREAKING: The United States just told Israel "WTF." Over 30 Iranian oil depots Israel bombed on Saturday without warning Washington about the real scale. A senior official said plainly: "We don't think it was a good idea." Here's why this matters more than you think. Trump's https://t.co/8xo6e6C2Ob " / X DD Geopolitics on X: "🚨🇮🇷 BREAKING: Iran has struck Orot Rabin in Hadera, Israel's largest power station. Complete power outage reported in Tel Aviv. Orot Rabin generates 2,590 MW, roughly 19% of Israel's total electricity capacity. It sits on the Mediterranean coast, 45 km north of Tel Aviv, and https://t.co/l0dGtOTTZw " / X Trump demands Iran relent as US aims to calm energy markets Trump Says US May Target New Parts of Iran in Escalating War China Consumer Inflation Hits 3-Yr High on Holiday Surge, Producer Deflation Lingers (1) Actuarial Warfare: How Seven Insurance Letters Closed the World’s Most Critical Chokepoint and Why Markets Are Mispricing Duration by 300% The White House says 4 to 6 weeks. The mechanism says 6 to 18 months. One of them is catastrophically wrong . The entire global allocation framework depends on which. Nine days into Operation Epic Fury, the kinetic campaign is succeeding by every traditional military metric. Iranian air defences are 80% destroyed. Missile launches are down 86% from opening-day peaks. Forty-three warships sunk. Three thousand targets struck. Air superiority achieved in 48 hours. Oxford Economics projects intense strikes wrapping within 1 to 3 weeks, settlement attempts within 2 months. Trump’s press secretary has repeated the 4 to 6 week timeline three times. None of this matters for the question that actually determines global market pricing. The war ends when the reinsurance market says it ends. Not when the White House says it ends Furkan Gözükara on X: "The Ultimate Humiliation: Imagine having a multi-billion dollar military budget, setting up bases in Kuwait to project power, and then having Kuwaiti TV openly broadcast that they are the ones protecting you. A generational embarrassment for Washington. Expel the bases. https://t.co/D5v2nbHvFx " / X America’s natural-gas bounty is cushioning US markets from global shocks Amazon layoff March 2026: 100 employees from Robotics fired, company says ‘difficult but necessary’ - Technology News | The Financial Express U.S. labor market lost 92,000 jobs in February, marking an unexpected setback for the economy - CBS News Knall: UBS-Bigshot August Hatecke vor dem Aus – Inside Paradeplatz March 8, 2026 vote: the result from across Switzerland - SWI swissinfo.ch One in five million-pound homes selling at a loss Peak sold prices suffer significant drops as high taxes crush the market

Ali Larijani, Secretary of Iran's Supreme National Security Council, just made a very worrying statement : "The war will end only when Iran's adversaries understand they no longer have the right to violate Iranian territory and agree to pay COMPENSATION for the damages caused."... Markets : WTI $100 nailed on, the real risk for global economy is $150 and for longer ( ALL ABOUT duration..for global economy..), markets tumble hard 10-20pct if ME troubles are prolonged for 2-3months let alone more, this IS the risk.. and PRIVATE CREDIT ! (the signs been there for few weeks, since Blue Owl..!!) is a BIG trouble , end of PETRODOLLAR decades upon us, with the closure of Hormuz.., recession calls will be on the increase this week..you can be sure of this! , now they been attacking desalination plants, this is terrible, horrible strategic decisions. . (Iran is 3% dependent on desalination - US allies in the region at 40-90%)...!!, Gulf countries as a whole are the second largest global fertilizer exporter, U.S logistics, data centres hit hard across ME (TECH economics weaker too..), China and Russia rammed into this war too.. >>> WTI crude trades just under $100 already, U.S economy losing jobs (net -142K job miss on Friday..), ''time to dust off 70s charts of two inflation surges and stagflation'' , Iran would appear to be prepared to make war last for 6months ( keep Hormuz shut for 90days..see below ), and hit HARD the whole US and allies financial system, economic war.., cheap drones destroying equipment worth 10's of millions or more...think about this...., 30years ago in Iraq war we used to see CNN and daily news and videos of the war, every detailed shown as US dominated Iraq war...these days we see hardly anything... nothing at all, nada...!!... why not...... weekend futures down just under 1pct and WTI seen around $96 How can war hit AI capex trade? Higher energy prices/power shortages, lower global GDP/demand, Helium and minerals shortages for semis, reducing GCC AI capex (~$150-200bn next 5y), budget shifts towards more popular expenditures, corporate spending cuts, etc../JPM... Blackrock manages $11 Trillion , that's 11,000 Billions of dollars, and they had to say NO to people who only wanted to withdraw (ONLY..) 2.5 billion dollars, think about this, and read it again.. Japan’s ambitious national quantum strategy is accelerating research and industrialisation Today only ~12.5% of loans (broadly syndicated) are trading at par. This number was 65% at the start of the year The US just suspended sanctions on Russian oil to help pay for the war with Iran.,... (114) Updates Iran war live: Israel hits Tehran oil depots; 2 killed in Saudi Arabia Middle East war live: Trump says he has not ruled out using special forces as investors brace for volatility Shanaka Anslem Perera ⚡ on X: "BREAKING: Yesterday I wrote that ships in the Persian Gulf were changing their transponders to broadcast “Chinese Owner” and “All Chinese Crew” to avoid Iranian attack. The ocean’s rules had changed. The new rules were written in Mandarin. There is now a 30,000 ton Chinese https://t.co/yqU94ECdVz " / X China pulse 🇨🇳 on X: "A minimum of 90 days of intellectual control over the Strait of Hormuz is necessary — says Iranian expert Khandouzi. According to him, on Monday, with the opening of global markets, we will see oil prices above $100. Control over the Strait of Hormuz must last at least 90 days https://t.co/zVJGITsfj7 " / X Are BlackRock and Blackstone the canaries in the coal mine for private credit? BlackRock isn't collapsing but here's what actually happened: investors tried to pull $1.2B from a $26B fund. BlackRock said no to half of them. Blackstone injected $400M of its own cash to cover exits. Blue Owl paused withdrawals entirely. The $1.8 trillion private credit industry is quietly showing cracks during a war, an oil spike, and a jobs miss. The timing is the story Mario Nawfal on X: "Ok things changed in the last few hours, and it’s not looking good for Trump Here's why: - Iran struck the Gulf countries hard tonight. I was not expecting that - The NYT just reported U.S. officials gave a closed door briefing to Congress estimating Iran still retains half" / X Is the nightmare scenario for global energy here? The war in Iran has caused the biggest disruption in oil production in history. Whether it becomes the long-feared “nightmare scenario” for energy markets (and the global economy) now depends on the duration of the conflict. Brian Allen on X: "🚨 The US just suspended sanctions on Russian oil to help pay for the war with Iran. Watch this exchange: BRENNAN: Russia was helping Iran. WRIGHT: Well, there’s been rumors of that. We don’t know if that’s true. BRENNAN: These Iranian drones have Russian parts. Russia has https://t.co/FmzVBkXKic " / X Shanaka Anslem Perera ⚡ on X: "Nine days of the most intensive air campaign since 2003 and Kharg Island has not been touched. Kharg is a small rocky island 25 kilometers off Iran’s southern coast. It handles roughly two million barrels per day. Ninety percent of Iran’s crude oil exports flow through its https://t.co/JbGmg9eQhj " / X What is force majeure? QatarEnergy invokes clause after halting LNG production - CNBC TV18 Many more 'force majeur' out there Mikkel Rosenvold on X: "Attacking desalination plants is NOT a front the US wants to open. Horrible, horrible strategic decision Iran is 3% dependent on desalination - US allies in the region at 40-90% https://t.co/CtJEL0Vw8i " / X Singapore Faces Higher Power Bills as Qatar LNG Shutdown Disrupts Supply - Bloomberg Inside Japan’s growing quantum ecosystem Ed Conway on X: "🎥IRAN WAR PRIMER Six days on from the start of this war, what have we learnt about the economic consequences? Here's our latest primer, covering: 1. Why gas prices are up so much more than oil 2. The ticking timebomb facing Gulf oil producers 3. It's not just oil/gas - we need https://t.co/nYY7cEuE9J " / X

Markets : Crude UP, ( Production suspended at Iraq's largest oil field - Shafaq,. but increased supply from other producers) + Hormuz 'shut', China manuf index fell to 49 in Feb, Nvidia, Amazon temporarily close Dubai offices, KOSPI limit down (wha does up in a straight line 50% or more, with 3 or 3x leveraged ETF's... can come crashing too..), As US stocks began paring back their deepest losses on Tuesday, it looked as if traders were again starting to bet that President Donald Trump would find a way to contain the fallout from another crisis he unleashed (IMHO you should be careful with this view., Trump says US government will backstop war insurance for all shipping in the Persian Gulf...HOW ?... ), US launches military operations in Ecuador !, Ray Dalio sends harsh warning on Bitcoin >>> overall sounds a bit like a circus from the US Admin (Trump..) and that they really underestimated Iran, which is raging a 'total war' across ME.. >>> stay defensive, await opportunities to come to you, whatever goes on early afternoon, maybe be totally different 12hours later, it'll be bumpy for a while... >> higher vol = reduction of risk which brings new opportunities Iran says only Chinese ships can pass through the Strait of Hormuz , calling it a “gesture of thanks” for Beijing’s support. All other vessels are banned, and Tehran warns any unauthorized crossing will be met with military action >>> trying to bring in China and Russia into this war.. which is obviously unsettling to say the least! Trump’s new defense plan quietly creates a National Guard “response force” — trained for crowd control and civil unrest — deployable across all 50 states by April 2026..really! >>> Epstein files drop, names, war starts, now this..why..?..>>> building an infrastructure to never leave.. Deeply concerning that military commanders are framing the Iran war as “God’s plan” and invoking Armageddon in official briefings. Service members swear an oath to the Constitution — not to any religion! Trump said he’ll “cut off all trade with Spain” after the country denied access to its military bases for his bombing campaign against Iran. Madrid said the US must respect international law Canada just publicly rebuked the United States and Israel : “The United States and Israel acted without engaging the United Nations or consulting allies — including Canada.” Velina Tchakarova on X: "The Strait of Hormuz has become the most visible Cold War 2.0 fault line in history right now. Here’s why what just happened matters. Iran declared the strait closed to all international shipping, with one explicit exemption: Chinese and Russian vessels only, citing Beijing and" / X Iran headlines market turbulence and options - a practical map of what to trade | Saxo Elizabeth Warren Says She's Worried After Leaving Trump Administration's Classified Iran Briefing: There Is 'No Plan' - Benzinga Israel, Iran continue attacks as war enters its fifth day, engulfs region | Israel-Iran conflict News | Al Jazeera US launches military operations in Ecuador - POLITICO Trump threatens to halt US trade with Spain over military bases, defence spending | Reuters China's factory activity slumps more than expected in February as holiday disrupts production Iran war: Amazon, Google, Nvidia close offices, help stuck workers (1) U.S. Troops Were Told Iran War Is for “Armageddon,” Return of Jesus Billionaire Ray Dalio sends harsh warning on Bitcoin “Existential risk” – Why scientists are racing to define consciousness | ScienceDaily Fresnillo stuns market with highest dividend payout in its history – The Armchair Trader Mahmood to stop study visas from four countries due to 'abuse' Psychology says the 1960s and 70s accidentally produced one of the most emotionally durable generations in modern history — not through better parenting but through benign neglect that forced children to self-regulate, problem-solve, and develop emotional calluses that modern comfort has made nearly impossible to grow

discover our full range of Family Offices Services FAMILY OFFICE SERVICES Pure Value Metrics Multi-Family Office Services provide you with a 360° bespoke coverage MANAGEMENT, TRUSTS, LIFESTYLE & SWISS RESIDENCY SOLUTIONS Strategic Advice Assisting the Client in the development of strategies in family governance, succession planning and investment and asset management strategies in relation to the family’s business, investment and lifestyle assets. Managing Third Party Relationships Advising on the selection and appointment of third-party professionals to be engaged in connection with the affairs of the Client, including legal advisers, tax advisers, trustees, custodial banks, insurance specialists and property managers. Swiss Residency Solutions We assist our clients with relocation to Switzerland, if desired, through our network. Trust Solutions PVM coordinates the formation of Swiss-custodied trusts, anchoring both assets and trust oversight within Switzerland. Concurrently, the trust’s legal jurisdiction is strategically selected to optimize the client's specific international requirements* *PVM does not offer tax or legal advice, nor are we liable for any services provided by third parties. PRIVATE BANKING TRADING PVM offers you a professional trading experience; whether you are an active trader or prefer to take a more passive approach to investing; trade online with our partners award-winning platform's safe in the knowledge that PVM is there to support and guide you every step of the way. For an instant simulation and to get a feel for the Platform, click the button below (note: trading not enabled). Simulation For a more detail experience to simulate execution and order fulfilment create a demo profile by clicking the button below. Platform *PVM provides operational support and not financial advice Take advantage of our product expertise and operational support whilst trading on industry leading platforms Why trade with Pure Value Metrics Combining relationship management services with online execution platforms We assist with Client account set up, transfer of assets, execution through a limited power of attorney and tax returns We do not mark-up any fees for these services Be part of something larger - leverage us to achieve your goals Professional Tools Utilise our Partners multi-award winning platforms to enhance your trading experience Take advantage of advanced charting tools, option chains and algorithmic order execution Try 3rd party integrated technical strategies and conditional orders. Wait for the level in EURUSD and execute a straddle in Gold Access a huge array of Asset Classes and over 30,000 individual instruments

Pure Value Metrics AG is a Global Equity Asset Manager based in Pfäffikon Switzerland specializing in Trusts Welcome to Pure Value Metrics Pure Value Metrics works with a broad selection of Global clients including, Family Offices / UHNWI, Corporates and Private Investors to offer innovative Multi-Family Offices Services, including Trusts with the Geopolitical Security of the assets in Switzerland, Asset Management and Trading solutions. Relative Value investing anchored by detailed balance sheet analysis PVM is an asset manager with a unique Investment Matrix dynamic portfolio selection process, which involves targeting single value stocks and then taking a deep dive into their balance sheets for financial robustness and then assessing their relative value both against their competitors and themselves, to determine the investment entry and exit point. PVM BITs BLOG Our daily round-up of Global Macro Market Trends and insightful news topics are offered with a free subscription Subscribe Blog China Manuf down / Ecuador now! / KOSPI : those 3x leveraged ETF's.. / All about, crude & Strait of Hormuz KOSPI / Big redemptions in Blackstone private credit fund / EU Nat Gas! / U.S urges citizens to leave 12 ME countries J. Safra Sarasin completes the acquisition of majority stake in Saxo Bank / U.S and OIL infrastructure hit across Middle East Media Apperances PVM CIO on CNBC PVM & Bloomberg on Global Macroeconomics Please reach out to discuss your requirements Contact us / Visit our office

ASSET MANAGEMENT Using our unqiue relative value based Investment Matrix we build investment portfolio's with superior metrics realative to main stream equity indices We currently have two different Portfolio offerings; firstly our classical Long only Global Equity model (suitable for all investors), and a Multi-Asset Class model, designed to generate additional alpha (suitable for Professional and Institutional clients only). We deliver discretionary portfolio management through individually segregated accounts held in your name. This flexible mandate empowers you to complement our core PVM Investment Matrix Portfolio by actively incorporating listed securities of your own selection. PVM Global Equity Long Strategy Type Long Only Global Equity Suitable for All Investors Focus Absolute return/low risk Minimum Investment 250k CHF 2025 Performance 21% Performance over 10 years 102% More PVM Global Multi-Asset Strategy Type Multi-Asset Class Suitable for Qualified Investors Focus Absolute return Minimum Investment 250k CHF 2025 Performance 26% Performance over 10 years 170% More Our Investment Philosophy Investment Matrix Fundamental Design In 2015 we developed our dynamic Investment Matrix consisting of many fundamental variables, designed to identify value opportunities within Global Equities. Our Investment Matrix is constructed to identify and establish sustainable value. There are many reasons why that value may also not be sustainable, such as changing consumer sentiment or spending more on share buybacks than current cashflow permits, the PVM Investment Matrix reacts to these changes. Algorithmic Processes Systematic Throughout We utilise proprietary algorithmic screening, with a high degree of automation, to analyse the global equity universe, monitor our Clients' Portfolios, and identify new opportunities. Furthermore, we use algorithmic execution tools when buying and selling our clients' portfolios, where appropriate. Qualitative Rationale Deeper Understanding Driven by deep analysis of balance sheets and employing further levels of qualitative analysis, results in a thorough understanding of the companies we invest in. We consider factors, such as; the mix of Goodwill and Intangibles to Net Equity, tracking deviations from recognized Accounting Standards and taking a broader view of the global economic landscape. Robust Returns, less Risk Better Together The combination of quantitative systematic analysis, overlaid with qualitative reviews and active management within clearly defined parameters, results in an investment model which is both robust and not easy to replicate. Stable returns are achieved by taking less investment risk, at higher valuations. Investment Process We believe that an uncompromising investment process is a key component in delivering consistent returns.