News and my thoughts from the past week (16Mar2026)
They know things that are not available in the public domain. It may not always be selling for a bad reason. Sometimes, they need the money. Sometimes, they know that it is time to get out. Let us do our due diligence.
Strategic escalation unfolding. Senior Houthi official Mohammed al-Bukhaiti confirms Yemen is aligning militarily with Iran and preparing to declare "Hour Zero" The next move may be the closure of Bab al-Mandab. If that happens, the Red Sea becomes a choke point under fire, Saudi oil exports stop abruptly, and global trade faces another severe shock. - X user Richard
Bank of America strategist Michael Hartnett warns that current market conditions are beginning to resemble the lead-up to the 2008 financial crisis, citing rising oil prices and growing risks in private credit.
The Dubai Real Estate Index has crashed 32% since the Iran war started. - The Rand Group
Several Asian nations are hit hardest by the Hormuz disruptions & LNG/oil supply crunch. Japan & South Korea: Major LNG importers for electricity; facing price spikes & potential shortages. India & Pakistan: High Qatar reliance; risk of industrial rationing, reduced demand. Europe: Italy & Belgium most exposed to Qatari LNG cuts. Global oil >$100/bbl ripples to all importers. This does spotlight supply chain fragility—redrawing trade ties (more US/Aus LNG, nuclear ramps, renewables) is underway, like musical chairs amid rerouting. - Grok
THE ENTIRE CHIP INDUSTRY IS ABOUT TO SHUT DOWN AND NOBODY IS PANICKING YET. No helium. No semiconductors. No phones. No AI. No future. Samsung and SK Hynix just went on HIGH ALERT. Ships carrying helium have stopped moving through the Gulf. - X user Dr JiHoon Park
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