Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.2K Following 315.2K Followers
Kinda wild how wrong most energy experts were about the Straits of Hormuz.
What were the root causes of the error? China had more reserves than anticipated, US flexed up exports faster and more ships were actually transiting the straits via the Omani route?
Genuinely curious.
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