After Iran
March 3, 2026 | Sam Rines
With the Middle East currently in an all out war, it is a good time to take a step back and look at what this means for the world's energy markets.
With the Middle East currently in an all out war, it is a good time to take a step back and look at what this means for the world's energy markets.
5.40 million barrels of oil from Saudi Arabia went through the Strait of Hormuz each day in 2025.
T-Bills were 21.74% of outstanding debt in January 2026, almost double the level of 11.22% ten years prior.
Florida housing inventory exceeded pre-pandemic levels for the second year in a row in December 2025 with 160,877 homes for sale
The defense budget for the U.S. is projected to be $831.5 billion in 2026. This is nearly triple the size of China's defense budget of $303.0 billion
Bank of America is calling this a "supercycle similar to the boom of the 1990s." The industry did $772 billion in sales in 2025—up 22.5%—and it is projected to hit $975 billion to $1 trillion in 2026.
There is never a shortage of headlines around the Mag7. Not only do they dominate the headlines, they dominate the major indices as well
Unemployment seemed to be the main focal point of 2025.
The average cost of an automobile has increased to $34,215 in Q3 2025. This is near the high of $34,465 in Q3 2023