A legend just passes away.
Mark Mobius put emerging markets on investors' radar with on-the-ground insights. I had the privilege to meet him. He was a true gentleman and a source of inspiration for generations of investors.
Rearmament has increased globally.
It is not going to decelerate any time soon... Source: The Daily Shot
5.0 Million b/d US Exports Just Hit Record As Hormuz Flatlines
+23% above March.... In 1 month This isn't a coincidence. It's the market rerouting. Hormuz closes → Asian buyers panic → empty VLCCs race to US Gulf Coast → American crude fills the gap Source: Jack Prandelli on X, Bloomberg
Rankings by Country of Average Monthly Net Salary
Source: Numbeo
Google searches for "price of oil" just hit a record high: 300% above the 2022 Russia-Ukraine war peak and the 2008 financial crisis combined.
20 years of data. Every war, every crash, every crisis... all dwarfed by a single vertical line in 2026. The whole world is watching the pump. Source: Arbor Research, Mario Nawfal on X
Weekend negotiations in one cartoon
Source: Guy Venables
Reminder water depths are critical and why there are only narrow shipping lanes thru Strait of Hormuz for fully laden tankers.
There is no way to avoid the the narrow gap for loaded tankers. Source: Dan Tsubouchi
Don Tzu: Break an enemy blockade by blockading their blockade.
Source: Alex Christoforou
