By: Wilson

On July 4, I published a memo titled, “It’s Now Or Never.” The timing of the memo coincided with The Economist’s publication of a piece detailing why it got the oil call wrong.

Since then, Brent has rallied ~16%.

On Thursday, The Economist strikes back with another beautiful headline:

Gulf states should make a deal with Iran on Hormuz.

And with that, another chart is born.

It is incredible how The Economist perfectly captures the consensus thinking. “How to make Iranian blackmail less painful,” they said.

Incredible.

HFI Research

Memo - It's Now Or Never (Part 2)

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