The Strait of Hormuz Crisis: Our Q2 2026 Commodity Outlook is Live
Will the Third Gulf War halt the commodity supercycle? As oil targets $120 and Gold eyes new historic highs, the second quarter of 2026 is set to be the most volatile period for raw materials in a decade.
We have just released the “Q2 2026 Strategy & Top Picks” on our Substack. In this edition, we break down:
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Why the Fed’s new leadership may postpone rate cuts.
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The impact of the Venezuela regime change on heavy crude.
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Our top convictions for Gold, Corn, and Coffee.
Don’t navigate this chaos alone.