News & Insights

The “I’ll sleep when I’m dead” mentality might just get you there sooner. One day, your body will be the difference between watching life happen and being part of it. Between dancing at your grandchild’s wedding and sitting on the sidelines. Between independence and dependence. That day is being decided right now. At Simonis Storm, we talk a great deal about compounding. In Part Four of our Wealth Matters series, we apply the same principle to the one asset that underpins e

Yesterday's ceasefire rally was real, and we understand why markets reacted the way they did. A 15% single session drop in oil and a surge across every major equity index reflects genuine relief that immediate escalation has been avoided. But markets have a habit of pricing the headline rather than the reality underneath it, and the reality here is that the Strait of Hormuz is still operating under Iranian coordination conditions, tanker insurance has not been reinstated, Gul

WTI is up 75 percent YTD, driven by the Hormuz escalation premium we have been tracking since Jan 1. What changed this week is structural, not incremental. The Houthis have entered the war in a manner that directly threatens Bab El-Mandeb, and this is a qualitatively different risk from Hormuz. Hormuz is a production chokepoint. It throttles oil at the source. Bab El-Mandeb is a distribution chokepoint, and in the current configuration it is more insidious, because Saudi Arab