The Strait of Hormuz

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Intel ($INTC) 1Q ’26 Results

Intel $INTC announced 1Q earnings that were far above expectations. The stock is up 22% in aftermarket trading as I write this. Revenue and EPS crushed expectations. Guidance was...

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The Strait of Hormuz Reverse Uno Card

When Raji Khabbaz and I were running Silver Arrow Investment Management, whenever we were trying to figure out why something happened, he was unsatisfied the explanation that people are...

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