Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
Yesterday’s attacks were a reminder that Iran is an inevitable threat to the global economy. The implications of a conflict are clear. An oil and gas price shock as well as cost pressure on cargo container rentals and cargo shipping rates will be the results. The Rabid Capitalist’s oil and gas portfolio (BP, SHEL, TTE and XOM) will benefit from this chaos.
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