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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.

Energy & Infrastructure

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.

Energy & Infrastructure

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.

Energy & Infrastructure

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.

Energy & Infrastructure

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.

Markets & Investing

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.

Markets & Investing

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.

Markets & Investing

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.

Markets & Investing

Three Reactors. One Deadline. America Crossed the Line.

Jul 9, 2026

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4 min read

Three Reactors. One Deadline. America Crossed the Line.

They hit the July 4 nuclear milestone on schedule. Here is who collects the toll when the grid runs on atoms.