The opportunity in $Oil stocks isn't about the Strait of Hormuz.
It's about a steepening global decline curve we can only estimate, due to undisclosed field-level details coming from ancient Middle Eastern giant Fields.
Picked up a position in $TDF (Templeton Dragon Fund) today. I would tell you how much cheaper it is than the NASDAQ but you wouldn’t believe me.
Thematically I continue to buy $Silver, $Oil and EM stocks.
Regulatory capture, collusion, insider trading, even counterfeiting strategic commodities has limits.
You can run on for a long time Run on for a long time Run on for a long time Sooner or later, God'll cut you down
But now, this is what the Lord says—
he who created you, Jacob,
he who formed you, Israel:
“Do not fear, for I have redeemed you;
I have summoned you by name; you are mine.
When you pass through the waters,
I will be with you;
and when you pass through the rivers,
they will not sweep over you.
When you walk through the fire,
you will not be burned;
the flames will not set you ablaze.
Isaiah 43:1-2