To The Moon

Hi, tigers 👋 If you opened your trading app saw oil back above $110, you probably did a double take. Over the past week, Brent crude has surged nearly 30%, marking one of the sharpest rallies since the early days of the Russia-Ukraine conflict in 2022. The catalyst behind this move is fairly clear: the rapid escalation of tensions between the U.S. and Iran, combined with near paralysis in shipping through one of the world’s most critical energy chokepoints — the Strait of Hormuz. But when oil prices spike at this scale, the story quickly stops being just about the energy market.It rapidly becomes a macro narrative, a rates market story, and ultimately a U.S. stock market story. So the real question investors should be asking is not simply why oil is rising, but rather: What could this mean

Hi, tigers 👋 If you opened your trading app saw oil back above $110, you probably did a double take. Over the past week, Brent crude has surged nearly 30%, marking one of the sharpest rallies since the early days of the Russia-Ukraine conflict in 2022. The catalyst behind this move is fairly clear: the rapid escalation of tensions between the U.S. and Iran, combined with near paralysis in shipping through one of the world’s most critical energy chokepoints — the Strait of Hormuz. But when oil prices spike at this scale, the story quickly stops being just about the energy market.It rapidly becomes a macro narrative, a rates market story, and ultimately a U.S. stock market story. So the real question investors should be asking is not simply why oil is rising, but rather: What could this mean