🌟🌟🌟This Iran War has shown how critical oil is to the global economy. With the US naval blockade and the closure of the Strait of Hormuz, I will pick energy stocks as a tactical bet on the price of oil continuing the upward momentum. My top pick would be $Exxon Mobil(XOM)$ as it is the biggest US oil giant. Exxon Mobil will definitely benefit from the current geopolitical headwinds. Another great stock would be $Chevron(CVX)$ . Next to Exxon Mobil, it is the 2nd largest US oil giant. It also currently has presence in Venezuela and will be a beneficiary from both the Iran War and the great opportunities in Venezuela. Both of these companies also pay great dividends in additio
📊Futures Weekly：Equity Funds Face Deeper Outflows as Falling Metal Inventories Raise Price Risks
Over the past week, the Middle East situation has been marked by a ceasefire that remains temporarily in place, stalled negotiations, and no meaningful improvement in shipping through the Strait of Hormuz. On April 21, Iran declined to attend the second round of U.S.-Iran talks scheduled for April 22. The United States then extended the ceasefire period and said it would maintain maritime pressure and military deterrence until Iran submits a unified proposal. This suggests that developments are not moving toward smooth diplomatic progress.As for the Strait of Hormuz, market attention has shifted from whether it is nominally open to whether actual shipping has truly resumed. The latest reports still point to disrupted transit, indicating that although the ceasefire framework has not collaps
🌟🌟🌟This Iran War has shown how critical oil is to the global economy. With the US naval blockade and the closure of the Strait of Hormuz, I will pick energy stocks as a tactical bet on the price of oil continuing the upward momentum. My top pick would be $Exxon Mobil(XOM)$ as it is the biggest US oil giant. Exxon Mobil will definitely benefit from the current geopolitical headwinds. Another great stock would be $Chevron(CVX)$ . Next to Exxon Mobil, it is the 2nd largest US oil giant. It also currently has presence in Venezuela and will be a beneficiary from both the Iran War and the great opportunities in Venezuela. Both of these companies also pay great dividends in additio
📊Futures Weekly：Equity Funds Face Deeper Outflows as Falling Metal Inventories Raise Price Risks
Over the past week, the Middle East situation has been marked by a ceasefire that remains temporarily in place, stalled negotiations, and no meaningful improvement in shipping through the Strait of Hormuz. On April 21, Iran declined to attend the second round of U.S.-Iran talks scheduled for April 22. The United States then extended the ceasefire period and said it would maintain maritime pressure and military deterrence until Iran submits a unified proposal. This suggests that developments are not moving toward smooth diplomatic progress.As for the Strait of Hormuz, market attention has shifted from whether it is nominally open to whether actual shipping has truly resumed. The latest reports still point to disrupted transit, indicating that although the ceasefire framework has not collaps