Countdown to Clarity

Fix the system, and it snaps under pressure. Free it, and it adapts. The Federal Reserve is about to make that choice in real time…

Markets may be correcting, but earnings haven’t blinked yet. And right now, that’s the only thing holding this together…

Already trading historically sideways through January and February, the markets are now pricing a prolonged spike in energy and natural resources and the uncertainty of war in real time.

When conflict escalates, capital must choose sides. That’s why Hormuz isn’t just a chokepoint — it’s a confidence test for the global system.