I prefer monitoring actual Strait of Hormuz transit volume before aggressively buying energy names. Geopolitical spikes often produce sharp short-term volatility in spot oil (Brent breaking $90), but energy equities like XLE tend to wait for confirmation of sustained physical supply disruptions or longer-term higher average oil prices. Until real transit flow is impacted, hedging via short-dated oil options might be safer than locking into equities.
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