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Strait of Hormuz

Kai Volatility founder on 60/40: "60/40 made 0% returns from 1900 to 1920"
9 arguments: why the Fed's hawkish turn was theater, how a Treasury crisis makes the Fed the buyer of last resort, and why money sent to the bottom is…
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A $110 Brent barrel costs about $200 delivered to China, Gulf Intelligence founder finds
10 calls: why refined products are scarcer than crude, why LNG costs the rest of the world 10x the US price, and how Gulf oil companies are turning into…
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Safe tanker passage is all that keeps Kuwait from 2.7M barrels a day, says KPC's CEO
6 takeaways: why diesel and jet fuel are scarcer than crude, a $16B pipeline deal signed under missile fire, and a 4M-barrel-a-day target for 2035
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"Gold will blow through $5,500 an ounce for sure": Equinox Gold founder on the bull run
11 lessons: why mine supply has not answered $4,000 gold, why he expects copper to fall in 4-5 years, and the uranium call he got wrong
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$90 oil helps the US economy; $250-a-barrel diesel is the problem — Bison Interests CIO
12 predictions: Why reports of normal Hormuz traffic are overstated, why refiners are skipping maintenance, and why he expects crude prices to rise as…
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3 chipmakers are 28% of the emerging-markets index, Fidelity Canada's product VP finds
12 insights: why Canadian funds and ETFs both set records, what a doubled US bond buyback did for Bitcoin, and why he wants active managers in fixed…
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A US diesel export ban could cause shortages at home, says BofA's commodities chief
4 calls: why a ban could also raise gasoline prices, why the Hormuz blockade is working but costs $20-plus a barrel, and why falling Chinese stocks may…
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Natural resources investor on oil: "I think that oil prices could go to $200 a barrel"
14 calls: why reopening the Strait of Hormuz could start the oil crisis, why US gas is 80% too cheap, and why he sold most of his gold and passes on…
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Canoe Financial energy PM on M&A: "The cash flows are up 77% year-to date"
14 calls: why he is trimming large-cap oil for natural gas, why Tourmaline and Athabasca look cheap to a buyer, and why SLB and the oilfield services…
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Yields over 5% are a gift unless the Fed hikes 6 times in all, J.P. Morgan AM's CIO finds
9 calls: why he keeps buying bonds after last week's selloff, why the Fed's real inflation target is the mid-2s, and why he prefers corporate credit to…
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Hilco Global advisor on Iran: "20% of the world's oil comes from the Strait of Hormuz"
4 calls: why the former acting Army secretary expects no Iran deal before the midterms, why electricity costs are up 18%, and how private money is…
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The Wilshire 5000 is at 240% of GDP against Buffett's 80%, Smead Capital's CIO finds
15 calls: why 20 stocks making up 45% of the S&P 500 are what gets sold first, why he says oil will not return to $60, and the five energy stocks his…
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