The Chokepoint (Revisited)

Three months ago we published a memo called "The Chokepoint" — written the morning the U.S. started bombing Iran. We laid out exactly what a prolonged Strait of Hormuz closure would do to oil prices, inflation, and global GDP.This week we went back and checked our work.The market has hit all-time highs. Brent crude pulled back from $138. The ceasefire has been enough — for now.But the Strait is still effectively closed. The economic impacts we projected are materializing. And the buffers keeping the worst-case scenario at bay are getting thinner.Read more here: https://insightwealthgroup.com/the-weekly-insight-the-chokepoint-revisited/