And I thought Covid-19 was bad enough...

As I type this blog post, the Americans and Israelis are one month into their war with the Iranians. The Straits of Hormuz is occasionally shut, but reopened whenever the Iranians “feel good.” From news reports, the strait is either opened to Iran’s allies or to tankers that have paid a hefty “toll fee” of up to USD 2 million for safe passage.

Imagine this… if someone paid you 2 million dollars a day (and who knows how many tankers pass through daily), would you suddenly open up the strait, return to normal, and collect nothing? Probably not. If someone is willing to pay, there will always be someone willing to sell.

Clearly, the strait is being held hostage. Before the war, about 20% of the world’s oil passed through it. If this issue is not resolved, the global economy will take a serious hit.

I’ll leave out the detailed facts and figures in this post and instead focus on the possible outcomes—and what you can do to take advantage of this situation. I call this an opportunity because, in times of crisis, opportunities always emerge. If handled correctly, this could even shorten my road to retirement.

This blog started in 2019, at the height of COVID-19, when the entire world was affected by the pandemic—no vaccines, no cure. Businesses shut down, people were told to stay home, schools were closed… it was a moment of despair for everyone.

At one point, I thought I would never see a day like that again—a day when the entire world is affected so directly. As we all know, the market rallied with the arrival of vaccines, only to fall again due to inflation after Quantitative Easing (QE).

This time… it is no different.

Oil is shooting past USD 100 a barrel. Cars are lining up at petrol stations as fuel runs out by the second. Electricity bills are set to spike, and energy prices are ready to surge. Logistics, transportation, fertilizers, and gas—all are waiting to explode.

Inflation will soon knock.

Wallets will shrink, and pockets will tighten… back to a moment of despair.

2 Possible Scenarios:

1) Economies are hurt, followed by land invasion, regime change, and occupation of oil fields. Reputation is upheld, energy supply stabilizes, and the petrodollar strengthens.
👉 Stock market goes up.

2) The strait remains hostage, the war drags on, and proxy conflicts escalate. Confidence in the petrodollar weakens, currency dominance fades.
👉 Market goes down.

However, let me remind you: this is a midterm election year, and there is also a global football World Cup event that the entire world will be watching.

Will this end in a bloodbath, or will everything be resolved by year-end?

If you were in power right now, would you create enough chaos to risk losing your position? Or would you keep things stable, let everyone stay happy, and secure re-election?

Either way, the market is in for a very volatile ride. I am positioning myself for the crisis, knowing that even if this drags on for months or years, I will be okay—based on historical patterns from past conflicts.

I previously shared my “Epic Fury Anyhow Buy Strategy.” I am almost halfway through it, and if the market drops further, I will be adding more funds to my portfolio.

Let this post serve as a long-term “prove me right” moment—something I can look back on years from now and laugh at myself for not going ALL IN.

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