The Kobeissi Letter, unusual_whales, *Walter Bloomberg and amit focus on Trump statements about Hormuz and strikes on Iranian infrastructure, framing them as direct drivers of oil and stock volatility.
President Trump announces the US will not be importing any oil that transits through the Strait of Hormuz in the future.
President Trump threatened to stop supplying weapons to Ukraine in order to pressure European allies militarily reopen the Strait of Hormuz
Trump: “We’ll be leaving very soon. What happens in [Hormuz] we’ll have nothing to do with”
President Trump says the US will begin striking Iranian “bridges next, then electric power plants.”
Two reasons we are green today:
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