The Inversion Investor

The Inversion Investor

Selective Exceptionalism

Peter Pham's avatar
Peter Pham
Mar 02, 2026
∙ Paid

With the Strait basically locked down: Revolutionary Guards blasting “no ship allowed” since those U.S.-Israeli strikes most traffic’s frozen. Tankers are diverting, oil prices spiking, 20% of global crude at risk.

But here’s the twist: Russia and China?

No explicit “safe passage” guarantee in the headlines, but the optics scream alliance: they sail whi…

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