Weekly Recap
Everyone Has This War Wrong—Here's How We'll Profit ('Crisis Investing' Issue), Doug & Matt on DIY War & Market Denial, The Gap That Won't Close, Doug on 'Years of Stupidity', U.S. Oil Safety Net Gone
The Gap That Won't Close
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Everyone knows the Strait of Hormuz is closed. Fewer people have done the arithmetic on what that actually means.
We're Gonna Have to Deal With His Stupidity for Years
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Today’s conversation got dark fast - and stayed there.
America’s Oil Safety Net Is Gone—Courtesy of Hormuz
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Everyone’s focused on the Strait of Hormuz. And they should be — the supply gap is 5.5 million barrels per day and widening. Meanwhile, Trump’s first national address on the war presented no plan to …
Doug, you might be screwed? Do you need to sell your apartment in Buenos Aires? Matt, is your farm safe in Uruguay?
https://x.com/Adriano29CO/status/2040414923621048370?s=20