Geopolitics & Macro

How global politics and conflicts shape markets.

2 posts

Beyond the Bombs: How the Iran Crisis Reshapes Global Energy and Investment

The second-order effects of Operation Epic Fury are reshaping energy markets, trade flows, and investment strategies. Here's my analysis of winners, losers, and how to position portfolios for a post-Hormuz world.

Hynexly·March 3, 2026

Geopolitics & Macro11 min read

Operation Epic Fury: The Strait of Hormuz Crisis and What It Means for Markets

The US launched Operation Epic Fury against Iran, effectively shutting down the Strait of Hormuz. Oil surged 8%, gold spiked, and defense stocks rallied. Here's the full breakdown of what happened, what it means for markets, and how investors should think about it.

Hynexly·March 2, 2026