5 posts
The Strait of Hormuz is shut and Middle Eastern producers are cutting output, pushing crude oil prices towards $100 a barrel. Let's dive into what this means for the energy market!
Middle East fertilizer supply cutoff and Russia's inability to offset it. What does this mean for food prices?
CNBC reported on how potential Iran war fallout could threaten the bull market. I'm sharing my thoughts, especially on what happens if oil prices consistently stay above $100 a barrel.
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.
Gold has been on a tear — up 40%+ since 2024. Central banks bought over 1,000 tonnes for the third straight year. Here's what's driving the rally and whether it has legs.