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TAC DED 3 days. 1 decision. (Receipt 2A)

Aug 2, 2026

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1 min read

TAC DED 3 days. 1 decision. (Receipt 2A)

Brent at $88 this morning. New York's grid just got tighter. Here is where the money is moving.

MAGI DED 831 Elon Musk’s Insane Projection: 7,692,207%

Aug 1, 2026

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1 min read

MAGI DED 831 Elon Musk’s Insane Projection: 7,692,207%

Brent at $88 this morning. New York's grid just got tighter. Here is where the money is moving.

Hormuz Stays Hot. New York Just Banned the Demand.

Jul 31, 2026

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4 min read

Hormuz Stays Hot. New York Just Banned the Demand.

Brent at $88 this morning. New York's grid just got tighter. Here is where the money is moving.

Tankers Burning in the Red Sea. Oil Just Fell 6%.

Jul 29, 2026

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3 min read

Tankers Burning in the Red Sea. Oil Just Fell 6%.

Here is who collects the toll when prices crash and when they spike.

The Hormuz Shutdown Is Now Permanent

Jul 27, 2026

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3 min read

The Hormuz Shutdown Is Now Permanent

WTI jumped 7% overnight. Three sectors collect the toll regardless of who blinks first.

The Hormuz Tax Is Now Permanent

Jul 21, 2026

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3 min read

The Hormuz Tax Is Now Permanent

Vessel crossings are down 66% in one week. Here is who collects the premium regardless of who wins.

The Hormuz Tax Is Back. Here Is Who Collects It.

Jul 14, 2026

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3 min read

The Hormuz Tax Is Back. Here Is Who Collects It.

Iran fired on tankers again. WTI is climbing. The toll collectors are already in position.

The Hormuz Tax Is Now Permanent

Jul 13, 2026

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4 min read

The Hormuz Tax Is Now Permanent

Three more tankers turned back this week. Here is who collects the toll.

DAILY | Fri Jul 10 | Iran Attacked Three Ships Last Night. I'm Watching One Sector.

Jul 10, 2026

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3 min read

DAILY | Fri Jul 10 | Iran Attacked Three Ships Last Night. I'm Watching One Sector.

Trump killed the truce. Brent spiked to $78. One sector profits no matter who wins the straits.

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