Send us Fan Mail The stock market is ripping, but the stuff that actually hits your life is still up. Gas, crude, fertilizer. None of it is back to pre war levels, yet the S&P is flirting with 7000. That disconnect is the point of this episode. We break down the Iran update through the only lens that matters, oil and shipping, including the Strait of Hormuz noise, the China angle, and why the narrative keeps changing depending on the day. Then we pivot to the Fed drama nobody ...
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Federal Reserve Updates, Iran War Impacts, & Investigating the Commerce Secretary | ZFS 63
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The Gaslighting about the Iran War and the Economy | Cabin Fever 5
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