Strait of Hormuz
10 articles tagged Strait of Hormuz, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
Hormuz Is Now a Fertilizer Story, Not Just a Crude One — and Gold Moved Eleven Cents
The blockade has spread down the barrel chain into petrochemicals, plastics and industrial gases. Gold, the asset that supposedly prices this, closed at $4,375....
Talks Deadlocked, Brent Held $80, and Gold Cleared $4,400 — Somebody Is Underwriting This Premium
US-Iran negotiations went nowhere and energy names bid anyway. Gold closed at $4,413.41, up $45.69, its first look above the round number in this stretch.
Hormuz Is Repricing the Loonie, Not the Franc — and the Yen Didn't Blink
Crude's grind higher on the Hormuz stalemate lifted the two commodity currencies while the franc softened and the yen sat still. An energy shock that skips the...
Hormuz Has Become a Condition, Not an Event — and Gold Sat Out the Session
US crude added about 5% on the Hormuz stalemate, yet gold closed at $4,388.62, lower by $1.38. The risk premium is being paid in freight and barrels rather than...
Hormuz Prices Electricity, and Electricity Prices Tokens — the Spread Tech Should Watch
Brent added 0.9% to $84.32 as Gulf talks stalled. For technology, a shut waterway reaches the P&L through the power contract — and it does not reach every data...
Hormuz Stays Shut, Crude Bids, Gold Slips — Somebody Is Paying for Risk Twice
Shipping through Hormuz remained a trickle and Brent added 0.9% to $84.32. Gold went the other way, closing $6.26 lower at $4,335.93. The geopolitical bid has m...
Hormuz Reopens on Paper, Gold Adds $114 — Somebody Isn't Buying It
Tanker traffic through Hormuz may resume within days and crude sold off. Gold rallied 2.82% anyway — which says today's bid was a dollar-and-rates trade dressed...
The Record High Isn't Multiple Expansion — It's 42 Sessions of Earnings Catching Up
Michael Burry sees a 1987 echo in the S&P 500's new high. The arithmetic says otherwise: the index de-rated for 42 sessions while earnings compounded near 50%.
Iran Stopped Two Tankers in Hormuz. Apple Gave Up $24.82 a Share.
Reuters reported Iran halted two vessels exiting the Strait of Hormuz. Apple closed at $308.61, down 7.44%, while Amazon gapped 12.51% higher and the Nasdaq sti...
Hormuz Risk Lives in Freight and LNG, and Gold Walked Into the Shock Asleep at $4,010.51
Analysts warn oil, products, and LNG face mounting stress into fall absent a US-Iran deal. The pressure points are tankers and Qatari gas — while gold entered t...