Buy XLE by Jun 10, 2026.

20% of global oil flows through the Strait of Hormuz. If Secretary Wright is openly admitting the U.S. isn't ready to provide naval escorts right now, we are literally one “incident” away from oil hitting $110+ and the entire market tanking. With the FOMC meeting coming up next week too, this feels like a nightmare scenario for inflation. Are we really just going to sit here and pretend the supply chain is fine? I’m honestly considering hedging with some $XLE …