The Strait Of Hormuz Just Ate Your Gains

March 9, 2026 | Season 8 | Episode 6We map how the Iran conflict is pushing oil above $100 and why that single move can hit everything from stock futures to the AI trade. We also use history to stress-test scenarios, then close with concrete portfolio and retirement-tax tactics for staying steady in a volatile tape. • pre-market snapshot of equities, oil, and Treasury yields • using volatility as a portfolio gut check and risk-tolerance test • why the Strait of Hormuz matters to global oil prices • oil market inelastic demand and the marginal barrel setting prices • what 1973, 1990, and 2022 suggest about post-spike returns • two scenario framework for conflict duration and market impact • Iran’s modern history from Qajar rule to the 1953 coup to 1979 • how higher energy prices flow into AI data centers and capex decisions • key headlines on strategic reserves, inflation data, and policy risk • RMD planning, qualified charitable distributions, and asset location basics For more information, please visit our website at www.heroldlantern.com.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern