I have not gone into hiding in a bunker despite the escalating tensions in the Middle East. In reality, the past couple of days have been quite the opposite. I have been working closely with partners and engaging with both existing investors and new prospects who are looking to understand and in some cases capitalize on the sharp moves we are seeing in energy markets as oil prices surge.
You can find endless updates about the war across financial media, social media, and countless other platforms. There is certainly no shortage of headlines or commentary.
Volatility is rising. Periods like this tend to generate a great deal of interest, questions, and opportunities, particularly for those who are actively navigating global macro developments.
As a result, blog postings will likely be light to non-existent over the coming days while I focus on discussions, analysis, and portfolio considerations with our partners and investors. Fortunately, years of meditation help. In times like these, a calm mind is arguably just as valuable as a good macro framework.
Markets, after all, rarely wait for convenient moments. Be wary of clickbait narratives in the media.