“Would you explain to me how the U.S. gas prices are impacted so dramatically by the war when we keep hearing that the U.S. doesn't get its oil/gas from that region, that we are self-sufficient?”
~ Rebecca B.
“What if the U.S. ceased to export any oil, diverted all oil production to U.S refineries and other oil facilities and the U.S. somehow created a market for only U.S oil? Why is this never discussed? In times of crisis, it doesn't have to be, does it?”
~ Bill R.
“There are two areas you should talk to experts on even if the war does not escalate over the next two weeks. Australia’s diesel shortage and Taiwan’s LNG shortage appear to me to be the first real breaking points in the global economy. Since the war started 10 year yields have gone up by 50bps and the negative correlation between U.S. government bonds and risk assets has broken down. If these do not reverse in the next two weeks you will see financial markets really begin to buckle. Markets really move not when people want to buy or sell, but when they need to.”
~ Name Withheld
"I would like to know how or who sets the price of WTI? And secondly, if the US is a net exporter of oil, why does the crisis in the strait of Hormuz affect gas prices in Oklahoma?"
~ J.G.
“You speak often of future events already being ‘priced in.’ When does this pricing in occur and what mechanisms do institutions use to price?”
~ Cameron C.
"With PPI coming more than double the estimate with year-over-year numbers in mid three’s, and tariffs being called “structural” inflation rather than transitory — isn’t this the exact stagflationary scenario that’s most dangerous for equities broadly?"
~ Anthony V.
“The U.S. is continuing to spend money and accumulate debt with no sign of reversing/improving the debt-to-GDP ratio. Is there something proactive people should be doing to help protect wealth against this? What is TBG’s view?”
~ Brandon R.
"If such a minor percentage of US-consumed oil is transported through the Strait of Hormuz, why have our fuel prices risen so dramatically and quickly? Commodity speculation?"
~ Bob S.
"Would adding an allocation to your growth enhancement portfolio increase return potential to a portfolio generally speaking? What is it comprised of and what index would you compare it to?"
~ Tony D.
