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THE CEASEFIRE is A LIE: IRAN BUILT a TOLL BOOTH. YOU'RE PAYING IT.
The market may be acting like the Strait of Hormuz crisis is fading, but the real risk is just beginning. In this video, I break down why oil above $100 is not just another temporary energy spike — it could become a structural inflation shock that the Fed is not prepared for. From shipping risk and maritime insurance costs to airline fuel pressure and supply chain pass-through, this is the mechanism Wall Street may be missing. If Hormuz remains effectively taxed, disrupted, or controlled, the inflation story changes fast — and so does the outlook for your portfolio.Subscribe…
The skinny
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