The Sirius Report
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The Sirius Report
Through 20 years of diligent research I have gained a unique insight and understanding of the ongoing geopolitical shift towards a multipolar world. I have extensive knowledge of Eurasia, South America, Africa and the U.S.. I am able to assess geopolitical events and provide a very clear understanding of what those developments mean in the context of the vast global changes now unfolding.
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Joined on 23rd October 2025
Government bonds are becoming the new systemic collateral problem. For decades, government bonds were treated as risk-free assets.
Increasingly they are now see as risk-free credit, but not necessarily risk-free collateral.
If yields jump violently, the value of collateral falls. Leveraged investors then receive margin calls and have to sell. Then collateral values fall further which is creating the basis for a new fiscal-financial stability crisis
Current West Asia breakdown and why the Iran conflict is just a small piece of a far larger picture:
Middle East New Alliance Map — August 2026
There are several overlapping networks forming simultaneously.
1. 🇸🇦 Saudi Arabia – 🇹🇷 Türkiye – 🇵🇰 Pakistan
The Mecca Joint Defence Agreement — 7 August 2026
This is the most important genuinely new security grouping.
The three countries agreed that an armed attack against one would be treated as an attack against all. The agreement also provides for political/military coordination, joint exercises and deeper defence-industrial cooperation. Egypt has been identified by Türkiye as a potential future member.
That gives you the potential future structure:
Türkiye → Egypt → Saudi Arabia → Pakistan
which stretches from the eastern Mediterranean to the Arabian Sea.
2. 🇸🇦 🇹🇷 🇵🇰 🇪🇬 — the embryonic four-country security/diplomatic group
This actually began before Mecca.
On 19 March, foreign ministers from Türkiye, Pakistan, Saudi Arabia and Egypt met in Riyadh to
