Trading the Chaos
Last week, we wrote about how the market’s unrealistic expectations of how easy it would be to reopen the Strait of Hormuz. For decades, the market has speculated about a worst-case scenario: Iran closing the Strait of Hormuz. Yet when it finally happened, we found ourselves numb to geopolitical risk, confident that Trump’s tolerance for…
March 15, 2026, Vol. 266
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Yoga pants and oil…
As the market is focused on ORCL’s *not fake* RPO numbers, we continue to hunt for themes outside of the mainstream. Call us boomers all you want but we like value, with real assets and investing in things that hurt if we drop them on our foot (h/t Gartman). But every time we write about…
September 14, 2025
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