The Universal Owner — When chokepoints, chips and state capital collide (Jul 20, 2026)

from The Universal Owner · host Universal Asset Owners

Only four vessels crossed the Strait of Hormuz on Sunday, and no LNG tanker has been visible since Thursday. Today: the transition's bridge fuel stuck at its narrowest point; China's ~60bn-yuan policy put against a 10tn-yuan drop; TSMC's $265bn Arizona bet; the sovereign transition trade (Taiwan BLF, MAS, World Gold Council); and a stagflationary Asia (ADB). Sources: Reuters, ADB, ABC, World Gold Council, P&I, Responsible Investor, FRED. Not investment advice. Brought to you by AssetOps Chicago, August 11, 2026.

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The Universal Owner — When chokepoints, chips and state capital collide (Jul 20, 2026)

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