Ray Dalio: The Strait of Hormuz Will Break the Dollar
War Desk17 Mars

Ray Dalio: The Strait of Hormuz Will Break the Dollar

As of March 17, 2026, Iran's blockade of the Strait of Hormuz had left more than 150 ships waiting outside the chokepoint, followed at least 21 merchant ship attacks since March 1, and helped push Brent crude as high as $126 per barrel. This episode tests Ray Dalio's "Final Battle" thesis against the actual record: the mining campaign, the convoy shortfall, the Suez 1956 analogy, and the possibility that yuan settled oil corridors could intensify pressure on the dollar system faster than Wash...

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Avsnitt(167)

Day 103: US Bombs Iran Radar Sites During Peace Talks

Day 103: US Bombs Iran Radar Sites During Peace Talks

The United States launched a four-hour kinetic strike against Iranian air defense nodes in Qeshm, Sirik, and Jask while simultaneously claiming a peace deal was imminent. This escalation follows the r...

10 Juni 28min

Day 102: Hormuz Blockade Pushes Global Oil to $95

Day 102: Hormuz Blockade Pushes Global Oil to $95

The closure of the Strait of Hormuz and Red Sea has triggered a sharp spike in crude oil prices, creating a critical economic leverage point for Iran against global markets. While tensions escalate, t...

9 Juni 29min

Day 101: Israel and Iran Exchange Ballistic Missiles

Day 101: Israel and Iran Exchange Ballistic Missiles

Following the collapse of the April 8th ceasefire, Israel and Iran engaged in a synchronized exchange of ballistic missiles targeting strategic sites, signaling a shift toward coercive diplomacy. The ...

8 Juni 22min

Day 100: April 6 Truce Fails as Kinetic War Resumes

Day 100: April 6 Truce Fails as Kinetic War Resumes

The fragile April 6 ceasefire has operationally collapsed across four theaters, exposing the diplomatic containment narrative as a political facade. New polling data reveals that 79% of voters report ...

7 Juni 27min

Day 99: $114 Oil Costs Force India to Abandon Green

Day 99: $114 Oil Costs Force India to Abandon Green

The closure of the Strait of Hormuz has sent crude prices to $114 per barrel, forcing India to pivot away from green energy infrastructure toward long-term fossil fuel reliance. This economic shift oc...

6 Juni 24min

Day 96: US Declares Iran War

Day 96: US Declares Iran War

The US State Department officially declared the conflict with Iran concluded on June 2, 2026, even as Iranian munitions struck passenger terminals in Kuwait and Bahrain. This diplomatic pivot ignores ...

3 Juni 33min

Day 95: Trump Forces Israel to Halt Beirut Strike

Day 95: Trump Forces Israel to Halt Beirut Strike

President Trump intervened to block a major Israeli military operation in Beirut's Dahiya district, aiming to prevent the total collapse of critical nuclear negotiations with Iran. Meanwhile, Hezbolla...

2 Juni 32min

Day 94: Iran President Resigns After IRGC Soft Coup

Day 94: Iran President Resigns After IRGC Soft Coup

President Pezeshkian has requested to step down as the IRGC seizes unilateral control of the Iranian government, effectively collapsing ongoing diplomatic negotiations. This internal power struggle co...

1 Juni 24min

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