Strait of Hormuz

The Hormuz math just got even uglier

Frank Curzio
By Frank CurzioJune 10, 2026
Strait of Hormuz

Iran launched attacks on U.S. military bases in Bahrain, Kuwait, and Jordan—retaliation for American strikes near the Strait of Hormuz. As the escalation keeps climbing, here's what the numbers actually tell you about the risk ahead.

Brace for a market pullback

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.

John Stephenson, Granite Point Research

A generational opportunity in offshore oil

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

More in WSU Daily
Oil prices

Oil could hit $120 this summer

Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.

Bitcoin

AI changed my Bitcoin thesis

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.

Oil prices

Iran just put $100 oil back in play

Iran reportedly suspended indirect talks with the U.S. and is threatening to completely block the Strait of Hormuz. That matters because roughly 20% of the world's oil flows through this narrow chokepoint. Here's what it means for oil prices, energy…

Frank Curzio

The big winners of the AI power crisis

Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!

×

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

No,thank you