Markets, Meditations, and Mental Models

Brief: Seven Percent and a Dead Phone Line

28 min · 2 de jun de 2026
Portada del episodio Brief: Seven Percent and a Dead Phone Line

Descripción

Iran suspended all negotiations with the US and vowed to completely block the Strait of Hormuz, sending Brent crude surging 7% to $96 on the sharpest single-session oil spike since March. ISM Manufacturing hit 54%, its highest in four years, while the S&P and Nasdaq closed at fresh all-time highs. A

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