Iran Conflict & The Hormuz, My View of What You Should Know

The Distilled Perspective from the Desk of Patrick T. Bulger 
Capital Management & Analytics  

• The last few weeks have been full of Noise & Spin.
  Despite continuing exclamations to the contrary, 
  I see Hormuz remaining Closed.  AS IN, NOT OPEN.
• This has high potential for global economic impact.
  And if you’re on this “Globe”, It may impact You & Your Portfolio. 

Below is an easy reference to my view of the most important points you should know,
To help you cut through the noise that you may be hearing:

Here we go:

1)    Laying & Sweeping of Mines, https://www.patricktbulger.com/blog/hormuz-logistical-blocks-to-opening-quickly-1
2)    The Insurance of Cargo Ships, https://www.patricktbulger.com/blog/hormuz-logistical-blocks-to-opening-quickly-2
3)    Infrastructure Damage then repair, https://www.patricktbulger.com/blog/hormuz-logistical-blocks-to-opening-quickly-3
4)    Bonus: Tactical Conflict Analysis, https://www.patricktbulger.com/blog/iran-a-button-press-away-from-stalemate

The Global Supply Needs are Now, the fix appears to be far away.

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Thanks for your time.
Talk soon,
PTB

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