Axe's Take: Oil, War, and the Coming Chaos (Plus, My Next Big Trade)

The World's Gone to Shit... Again

Alright listen up. You think you've seen volatility? You think you've felt the market's teeth? The U.S. just decided to play referee in a cage fight between Iran and Israel. And you know what that means? Opportunity. 'What's the point of having fuck you money if you can't say fuck you?' Well now you can *trade* your way to fuck you money. Everyone's whispering about 'unprecedented supply disruptions.' That's Wall Street code for 'time to make a killing.' Oil futures are already bouncing like a goddamn trampoline. Two percent here two percent there... it adds up people.

Strait Up Trouble

The Strait of Hormuz. Sounds like a villain from a Bond film doesn't it? But it's real and it's the jugular of global oil trade. Twenty million barrels a day flow through that chokepoint. Iran sneezes and the whole world catches a cold. They're threatening to close it. Will they? Won't they? Doesn't matter. The *threat* is enough to send shivers down the spines of every oil trader from Houston to Hong Kong. 'Money doesn't solve problems. It just lets you live with them more comfortably.' And right now the problem is oil scarcity fear and my insatiable hunger for profit.

Bombs Missiles and Bull Markets

Remember 2022? Ukraine? Oil shock? This is potentially worse. We're talking about a region where grudges last longer than my last winning streak at poker. If Iran decides to get froggy and starts targeting Gulf energy production... well let's just say you'll be paying more for gas than a Manhattan penthouse. 'I like the way you do business. No second guesses. Balls out.' And right now the smart play is to be balls out bullish on oil.

Volatility: My Love Language

The CBOE crude oil volatility index is screaming. It's back to levels we haven't seen since Putin decided to get medieval on Ukraine. Fear is the fuel people. Fear and the sweet sweet smell of potential profit. 'What is the point of being rich if you can't scare people?' I'm not scaring anyone I'm just reading the tea leaves. And those leaves are saying: 'Buy Bobby buy!'

The 'Experts' Weigh In (Yawn)

All these 'experts' pontificating. 'This time feels different,' they say. No shit Sherlock. Missiles are flying Uncle Sam's throwing punches and the world's teetering on the edge of another goddamn crisis. Andy Lipow thinks oil could hit $100 if the Strait gets disrupted. No kidding Andy. You get a gold star for stating the obvious. I need to be surrounded by people that are better than me and these experts are not the case.

Axe's Playbook: How to Win

Here's the deal. Don't panic. Don't get emotional. This isn't a game of feelings; it's a game of chess. Iran isn't going to nuke anything (probably). But they *will* flex. They *will* create chaos. And chaos is opportunity. Keep your eye on the Strait watch for any escalation and be ready to pounce. 'Let's make some money.' That's not just a catchphrase it's a goddamn mission statement. Now if you'll excuse me I have a few calls to make. The world isn't going to screw itself over and I'm not going to miss the show.