Dana Stroul 4.1 3 ideas
Research Director, Washington Institute for Near East Policy
After 1 day
N/A
3/15 min ideas
After 1 week
N/A
3/15 min ideas
After 1 month
N/A
3/15 min ideas
By sector
Stock
2 ideas
+2.2%
ETF
1 ideas
+44.3%
Top tickers (by frequency)
USO
1 ideas
100% W
+44.3%
FRO
1 ideas
100% W
+4.5%
DHT
1 ideas
0% W
-0.2%
Best and worst calls
Best calls
USO LONG
+44.3%
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small ...
Mar 05
FRO LONG
+4.5%
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small ...
Mar 05
DHT LONG
-0.2%
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small ...
Mar 05
Worst calls
DHT LONG
-0.2%
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small ...
Mar 05
FRO LONG
+4.5%
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small ...
Mar 05
USO LONG
+44.3%
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small ...
Mar 05
The U.S. is considering "naval escorts to vessels" in the Strait of Hormuz due to the threat of a "vast armada of small craft" and mines. Oil prices are "elevated above where they were four or five days ago." Even if the U.S. achieves air supremacy, asymmetric naval warfare (mines/small boats) in the Strait of Hormuz creates a massive risk premium for shipping. This benefits the commodity price (USO) due to supply fear, but specifically benefits Oil Tankers (FRO/DHT) as shipping rates spike when routes become dangerous or require longer diversions. LONG. The conflict is shifting to a naval/chokepoint phase. U.S. Navy successfully neutralizes all threats immediately, removing the risk premium.
Research Director,...