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🛢 Brent is soaring above $90, and gold has hit a record high. Are the markets going crazy or is this just the beginning?
The Middle East is once again setting the agenda. Strikes on Iranian targets, threats to block the Strait of Hormuz (through which 20% of the world's oil passes) — these are not just headlines, but a fundamental shift in risk assessment.
My take on the situation:
1️⃣ Oil. Is there a limit? If the conflict remains limited to current escalation — a correction to $86–88. But if Iran actually blocks the strait or hits tankers — $100 per barrel no longer seems like a fantasy. The entry point was at $82, now it's scary to enter aggressively, but dips could be good for adding.
2️⃣ Gold. The classic "safe haven" has worked 100%. As long as US interest rates haven't started rising again and geopolitics are heating up — gold has every chance to stay above $2400. Buying on dips is my plan.
📌 Personal experience:
Through TradFi, I grabbed some oil ETFs (XLE) and bought physical gold (GLD funds). I’m not touching crypto in this wave yet — it has its own moves.
What do you think about the escalation?
I believe the US will act through proxies, avoiding direct war with Iran, but the balance in the Middle East is broken for good. This will last a long time.