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The Road To World War III

Portfolio Armor's Photo
by Portfolio Armor
Sunday, Feb 01, 2026 - 14:31

A Century Ago, And Today

A century ago, going to the movies wasn’t just escapism—it was how you saw the world. Before the feature, audiences got a compressed reality-feed: newsreels. Short, punchy, visually authoritative. Not exhaustive, not “objective” in the modern sense—just the events that mattered, edited into a narrative you could absorb in five minutes and carry home.

In the last couple of months, a sort of 21st Century newsreel has gone viral: PsyOpAnime. It’s not a newspaper and it’s not conventional commentary. It’s a medium-native digest: symbolic clips, narrative stitching, and the vibe of the moment—optimized for the attention economy the way Pathé and Movietone were optimized for packed theaters.

Before The Road To World War III...

Their latest full-length “reel” spans several pressure points converging at once: unrest in Iran, the grinding realities of the Russia-Ukraine war, and Donald Trump’s appearance at Davos—less as isolated headlines than as pieces of the same widening picture.

...A Brief Word From Our Sponsor

The old newsreels often carried sponsor cards, promotional segments, and “industrial” features that tied information to commerce. Allow us to continue that tradition here.

In our last post (From Silver Euphoria To Silver Faceplant), we wrote about how our system had us take profits in silver before Friday's crash. 

After the close on Friday, Portfolio Armor ran its daily ranking of all securities with options traded on the in the U.S., by its estimate of their potential returns over the next six months. The top ten names in the weekly version of that ranking have nearly doubled the performance of the market since late 2022. Our #1 name on Friday was the iShares Silver Trust (SLV 0.00%↑). 

In light of SLV’s elevated implied volatility, we’ve constructed a bullish complex options trade designed to use that volatility to help finance a long upside tail. If you want a heads-up when we place it on Monday, you can subscribe to the Portfolio Armor Substack below. 

The Road To World War III

Here's the latest PsyopAnime newsreel. The hookers at Davos is a nice touch.

 

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