Miner Company
Why Hormuz Worst-Case Scenario Says 'Hold Off'
I am adopting a HOLD stance due to heightened geopolitical risk around the Strait of Hormuz and the potential for an energy crisis. Historical precedent suggests a severe oil shock could trigger stagflation, prolonged market underperformance, and a decade of flat or negative real returns.
I am adopting a HOLD stance due to heightened geopolitical risk around the Strait of Hormuz and the potential for an energy crisis. Historical precedent suggests a severe oil shock could trigger stagflation, prolonged market underperformance, and a decade of flat or negative real returns.