13d (edited) • General discussion
Hey everyone! 🤩
Steve just dropped a new video, and this one goes straight at the Strait of Hormuz crisis.
It is not just about oil. It is about fertilizer, helium, sulfuric acid, and the physical supply chains that keep food and industry moving.
If those flows break, this stops being a price story and becomes a real economy shock.
Watch it here: https://www.youtube.com/watch?v=snpMDHawrvs&views
P.S. This is the kind of crisis markets underreact to first, then panic over later.
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Hey everyone! 🤩
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