A short-term trigger is Israel and Iran, As I argue in a recent post, Israel will take out Iran's nuclear capability soon - it is a question of when, not if.
IMO, the trigger for Israel will be the US elections in a couple of weeks. If the US want more diplomacy, Israel will take that as being meaningless words leading to further delays, while Iran continues to build its nuclear capability.
Israel has its trump card to lay - if it strikes first, then the US will have to follow with support.
I am liquidating most equities and moving to cash.
