Pinecone Weekly Brief

Pinecone Weekly Brief

Hormuz Clues

My take on the war, the strait, & trading policy mistakes

Chase Taylor's avatar
Chase Taylor
Mar 09, 2026
∙ Paid

I expect the US to float some extreme policy measures soon that can actually get US oil prices down. I doubt they want to because the consequences are severe - but the cost of floating it are much lower than implementing it. Today we explore how to trade this possibility.

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