Okay. On reflection, I can see six possible strategies at this point:
1)
Continue on our current course. Tech normally through Machinery and Engineering while building a stack of Swords + Cats to take on Joao, adding a few Trebs (and maybe Pikes) at the last minute, and sending an X-Bow or three to the north in case Caesar joins the war against us.
2)
Prioritise troop production. Work hammer/food tiles instead of specialists and make good use of the whip. Bust out an army to take down Joao asap - hopefully before he gets Longbows. Tech slowly through Machinery and Engineering, so as to have these ready for a subsequent war against Rome (no Trebs for Joao, though).
3)
Prioritise research. Work coastal tiles and scientists instead of mines and engineers. Tech fast through Machinery and CS, while chopping forests to get some Cats and X-Bows built. Then switch to production (and Bureaucracy, of course) and bust out a load of Maces to destroy Portugal, while teching to Engineering for UB-boosted Trebs to help in killing Caesar.
4)
Target Rome. Tech fast through Machinery, chopping a few Cats on the way. Then switch to production and bust out a load of X-Bows. Attack Caesar before he has a chance to become any more powerful. Meanwhile, tech slowly to Engineering to help finish off the Romans and to prepare for war against Joao.
5)
One War. The same as any of the above, but with the intention being to conquer only one of our two neighbours. As soon as we have the techs needed to achieve that, then we can pursue Optics to seek out new opportunities elsewhere in the world.
6)
Jewish Solidarity. Make peaceful with both our neighbours, taking full advantage of trading opportunities. Fill in the remaining city, and concentrate on maximising our commerce. Tech swiftly to Optics to spy out new lands, and then shoot for Astronomy from Liberalism to begin our colonial adventures. (This is roughly the plan Porphyrius suggested before the last round).
All of the plans include significant weaknesses and dangers, but I'm leaning towards #3 at the moment.
Since finishing Machinery is a given (I assume - anyone disagree?), we can get to CS quicker than Engineering. The boost from Bureaucracy would be considerable, speeding up further research and troop production. And Maces will make the conquest of Portugal much easier, whilst giving us another unit that can duff up Caesar's legions (and which, unlike X-Bows, can get CR promos).
ps. Sorry for the double post, but this lot seemed way too much for an edit.