The investment committee question this week is not whether the Strait of Hormuz will reopen. It is what kind of…
Day: August 17, 2026
The AI IPO trade to watch now
August 17, 2026 Anthropic’s $65B Run Rate. Our One-Stock Pick. You cannot buy Anthropic yet, but you can own the…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
The Hormuz Deal Is Not a Reopening
Iran and Oman agreed on a shipping map. The fee buried inside it could change the oil trade permanently.