The Morning Dose
Morning Dose #224: Hormuz Shutdown: Trading a Structural Oil Shock – Friday 3/6/2026
0:007:29
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Episode summary
A near-complete halt of Strait of Hormuz maritime traffic sends crude oil up 6.4% pre-market, creating a structural supply shock — not a fear spike. The team breaks down the jobs report double-bind, earnings standouts from GWRE and MRVL, and a clear sector rotation into energy and utilities. The playbook: watch UVXY at the open, wait 30 minutes, and size down.