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UBS Discusses Next Maritime Chokepoint Investors Should Watch

UBS Discusses Next Maritime Chokepoint Investors Should Watch A lot of attention has centered on the Strait of Hormuz since the waterway was effectively shut not only by the IRGC drone threat, but mostly because maritime insurers are withdrawing war-risk coverage across the region. Our focus now shifts to the other critical maritime chokepoints. If Washington can pressure Iranian oil flows and, by extension, curb China's cheap Gulf crude flows, then the Taiwan Strait and South China Sea also emerge as potential flashpoints that traders can no longer afford to...
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Mar 2, 2026 / Dave DeCamp
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'Sense-Making Seems Impossible...'
'Sense-Making Seems Impossible...' Authored by James Howard Kunstler, The Man Who Might Wreck the Country “That a government’s primary responsibility is to its citizens should not be a controversial proposition.” - Coddled Affluent Professional on X The zeitgeist is a rough beast, hard to ride as it slouches into the unknown. Our country is trying to hang on while a party of goblins vexes and needles the beast from behind, and you cannot make them stop. Sense-making gets to seem impossible. We don’t have an explanation from Senate Majority Leader John Thune as to why he will...
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