It is Not Over Yet!
Markets are celebrating. Oil prices are falling. The Strait of Hormuz is supposedly “open.”
But is it really over?
In this video, I break down the latest developments between the U.S. and Iran — including Iran’s rejection of Trump’s claim on enriched uranium, the so-called reopening of the Strait of Hormuz, and why shipping data is telling a completely different story.
Despite the headlines, tanker traffic remains extremely low, ships are still turning back, and both the U.S. blockade and Iran’s IRGC controls are still in place. This creates a dangerous “dual-lock” system — where the Strait is technically open, but not truly free.
I walk you through two critical scenarios:
Full reopening — where everything flows freely (what markets are pricing in)
Slow-drip control — where Iran restricts access and keeps leverage (what reality is hinting at)
Meanwhile, the S&P 500 and Nasdaq are near highs, while oil prices have dropped sharply. This disconnect could be one of the most important signals investors are missing right now.
This is not just geopolitics — this is about your money, your investments, and how you position yourself in uncertain times.
Are we at the end of the crisis… or just the beginning of the next phase?
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