Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
In March, The Rabid Capitalist warned that Iran and its proxies would engage in economic warfare to retaliate against U.S. aggression, triggering an energy price shock that would damage GDP growth. Today, the Houthis declared an immediate ban on Saudi maritime navigation, removing five million barrels of oil per day from the global market and restricting the flow of other goods. Our oil and gas majors and mining portfolios have provided shelter from this storm and will continue to perform under these adverse conditions.
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