Foreword
This is a quick note, which tends to be just off the cuff thoughts/ideas that look at current market situations, and to try to encourage some discussions.
I’ve been following the Iran war closely since it started, and when the ceasefire was announced, I was cautiously optimistic. However, since then nothing seems to be happening and, frankly, the world is running out of time. The urgency of the issue is starting to be discussed in the traditional media. Here, the Wall Street Journal goes over the high level problems with regards to the closure of the Strait of Hormuz.
As usual, a reminder that I am not a financial professional by training — I am a software engineer by training. The following is based on my personal understanding, which is gained through self-study and working in finance for a few years.
If you find anything that you feel is incorrect, please feel free to leave a comment, and discuss your thoughts.
Janky Thoughts 