The Strait Is Open, Oil Is Back to $70, and the Inflation Story Just Changed
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The Strait Is Open, Oil Is Back to $70, and the Inflation Story Just Changed
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The Strait of Hormuz is reopening. Oil is back to $70 — erasing the entire war premium. May's inflation print came in hot, but bond investors already looked through it as yields fell. The thesis Matt has been holding since late February is essentially complete.
Matt and Garrett close that chapter this week — clearly, honestly, and with the context that the timeline was messier than expected but the destination was always right. They also break down semiconductor volatility and what it tells you about concentrated trades, and why the diversified investor's week looked nothing like the S&P 500 headline.
Remote episode — tighter than usual, but the content earned its own episode.
Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.