u/SuccessOdd382

Trump posted a strong message to Iran today about the Strait of Hormuz: “Open the fuckin’ strait, you crazy bastards, or you’ll be living in Hell… Praise be to Allah.” The post has been circulating and highlights the ongoing pressure on this key shipping route, which normally carries around 20% of global oil supply.

Oil prices have stayed high as a result. Brent crude is trading near $108–110 per barrel and WTI around $100+, keeping energy stocks in focus. Names like ExxonMobil (XOM) and Chevron (CVX) have seen support from better margins at these levels. Some defense-related stocks have also picked up attention due to the broader geopolitical risk.

On the commodity side, higher oil flows through to things like gasoline and heating oil futures. For crypto, Bitcoin (BTC) and Ethereum (ETH) have shown the usual swings, dipping on risk-off sentiment during flare-ups but sometimes bouncing back as traders look for alternatives during uncertainty.

A straightforward approach many are using is maintaining some exposure to energy stocks (XOM, CVX) or an oil ETF like XLE while the situation around the strait continues. At the same time, it can make sense to reduce holdings in sectors that get squeezed by higher fuel costs, such as certain airlines or consumer discretionary names, and keep more cash or defensive positions until things calm down. No one needs to overhaul everything... just small adjustments based on the environment.

How are you handling this?

• The U.S. military continued to search for a missing American airman after an F-15E fighter jet was shot down over southwestern Iran.
• U.S. President Donald Trump warned Iran: "Time is running out - 48 hours before all Hell will reign down on them."
• The office of U.S. tech giant Oracle in Dubai was damaged by falling debris, the city's media office said.
• A projectile struck near Iran's Bushehr nuclear power plant overnight, killing at least one worker and damaging part of the facility, according to Iranian authorities.