Members only Geopolitics Featured The $100 Oil Threshold: What the Iran War Means for Your Portfolio The US-Israel "Epic Fury" operation has killed Iran's Supreme Leader and ignited a regional war. With oil near $100 and the Strait of Hormuz under threat, the market consequences are just beginning.
Members only Geopolitics Featured The Hormuz Gambit: Why the Iran War Is the Only Trade That Matters Right Now The Strait of Hormuz has been functionally closed for ten days. Oil is above $103. This is not a price spike — it's a structural repricing of geopolitical risk. Here's what investors need to understand before Monday's open.