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Strait of Hormuz

The Hormuz math just got even uglier

Iran launched attacks on U.S. military bases in Bahrain, Kuwait, and Jordan—retaliation for American strikes near the Strait of Hormuz. As the escalation keeps climbing, here's what the numbers actually tell you about the risk ahead.

Oil prices

Iran just put $100 oil back in play

Iran reportedly suspended indirect talks with the U.S. and is threatening to completely block the Strait of Hormuz. That matters because roughly 20% of the world's oil flows through this narrow chokepoint. Here's what it means for oil prices, energy…

Oil price

The soft landing has an oil problem

Oil’s sustained price is a major indicator that few are watching. If crude stays elevated, it could keep inflation sticky, limit the Fed’s flexibility, squeeze corporate margins, and shift market leadership. Here’s how to position your portfolio.

The real chokepoint at the Strait of Hormuz

War-risk insurance premiums on Strait of Hormuz transits have surged from pre-war levels, and shipping traffic has collapsed by roughly 95%. Here's how insurers are controlling oil transit… and what it means for your portfolio.

Quantum computing

The U.S. just bought a stake in quantum computing

The Trump administration plans to drop $2 billion on nine quantum computing companies in exchange for equity stakes. IBM (IBM) gets the biggest slice, but the pure-play names are seeing the real upside. Here's what this signal means for investors.

Inflation

Inflation could hit 5% before the midterms

The market has spent months celebrating the death of inflation. It was premature. The CPI is accelerating fast… And if the current trend holds, inflation could exceed 5% by November. Here's what that means for your portfolio right now.

Is AI in a bubble?

Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.