Tag: Brent crude
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Hormuz, $39 Trillion, and the Gold Question: Is the Petrodollar Cracking?
For half a century, the petrodollar arrangement looked less like a policy choice than a law of nature. Oil was priced in dollars, Gulf exporters recycled surpluses into U.S. assets, Washington provided the security umbrella, and the dollar’s global role fed on itself. The Iran war has reopened a question markets have tried to avoid…
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Oil stocks should be traded. Don’t buy and hold
We have published articles over the last few weeks to help investors understand what the global economic drivers will be over the next ten years. The three drivers were: Growth of the world population Global Debt Monetary Easing & Inflation In our long-term investment themes to generate wealth over the next ten years, we have…