Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
Ignore the noise.
The temporary energy shock is dissipating!!
The U.S. is keeping the Strait of Hormuz open, and regional oil exports have surpassed prewar levels. Iran can still try and disrupt shipping, but disruption is not control and survival is not victory. No, Iran is not winning this war.