Henry Obegi Research

Scenario Analysis

5 Scenarios | 10,000 Monte Carlo Simulations | 252-Day Horizon

Scenario Probabilities

Scenario Details

Limited Strike 25% PROBABILITY

Surgical strikes on nuclear facilities. No Strait of Hormuz disruption. Oil spikes 10-20%, markets drop 1-5%, recover within a month.

Oil Shock+15%
Median 1Y S&P Return +8.3%
90% Confidence Interval -8.8% to +28.3%
Median Max Drawdown -7.4%
Recovery Period 21 trading days

Escalation 20% PROBABILITY

Broader military campaign. Iran threatens Hormuz but does not close it. Oil spikes 25-40%. Markets drop 5-12%, elevated volatility for 2-3 months.

Oil Shock+30%
Median 1Y S&P Return +5.3%
90% Confidence Interval -15.3% to +30.4%
Median Max Drawdown -9.2%
Recovery Period 63 trading days

Full Escalation 10% PROBABILITY

Iran retaliates with missile strikes on Gulf oil infrastructure. Hormuz temporarily disrupted. Oil spikes 50-80%. Markets drop 12-20%, 4-6 month recovery.

Oil Shock+60%
Median 1Y S&P Return -0.6%
90% Confidence Interval -28.4% to +36.1%
Median Max Drawdown -13.8%
Recovery Period 126 trading days

Diplomatic Resolution 35% PROBABILITY

Negotiations succeed, strike called off or limited. Risk premium unwinds. Oil drops 5-10%, markets rally 1-3% on relief.

Oil Shock-8%
Median 1Y S&P Return +13.2%
90% Confidence Interval -3.1% to +32.7%
Median Max Drawdown -7.2%
Recovery Period 5 trading days

Prolonged Conflict 10% PROBABILITY

Regional war escalation. Proxy conflicts expand. Oil embargo on Western allies. Oil spikes 60-100%. S&P drops 15-25%, extended bear market for 6-12 months.

Oil Shock+80%
Median 1Y S&P Return -6.6%
90% Confidence Interval -43.4% to +53.6%
Median Max Drawdown -22.7%
Recovery Period 252 trading days

Monte Carlo Results

Summary Table

ScenarioProbabilityMedian 1Y 5th %ile95th %ileMedian Max DD
Limited Strike 25% +8.3% -8.8% +28.3% -7.4%
Escalation 20% +5.3% -15.3% +30.4% -9.2%
Full Escalation 10% -0.6% -28.4% +36.1% -13.8%
Diplomatic Resolution 35% +13.2% -3.1% +32.7% -7.2%
Prolonged Conflict 10% -6.6% -43.4% +53.6% -22.7%
Probability-Weighted Composite. Blending all scenarios by their estimated probabilities, the expected S&P 500 1-year return is +8.4% with a 90% confidence interval of -19.9% to +33.2%. The Diplomatic Resolution scenario (35% probability) provides significant upside pull. The key risk is the 10% Prolonged Conflict scenario, which would produce a severe bear market.

Monte Carlo Methodology

Each scenario applies an initial shock drawn from N(mean, std), then simulates 252 trading days of GBM with elevated volatility during the recovery period. Normal daily volatility: 0.607% (from empirical regime rules). Crisis multipliers range from 1.5x (limited strike) to 3.0x (prolonged conflict). Mean reversion drift is added during recovery. 10,000 independent paths per scenario. Random seed fixed at 42 for reproducibility.