https://www.nbcnews.com/world/iran/live-blog/live-updates-iran-war-trump-talks-israel-attacks-oil-hormuz-kharg-rcna265243
 
https://www.youtube.com/watch?v=J-LG9KVcc9E& list=RDJ-LG9KVcc9E& start_radio=1
chartiskao ( Date: 26-Mar-2026 20:20) Posted:
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https://www.cbsnews.com/live-updates/iran-war-trump-israel-tehran-denies-ceasefire-talks-strait-of-hormuz/
 
https://www.youtube.com/watch?v=h-WPexVEujg
 
 
chartiskao ( Date: 26-Mar-2026 16:51) Posted:
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Investors bring up the 1970s stagflation comparison because the pattern of shocks in 2026 looks structurally similar, even if the details are different. Let&rsquo s walk through it clearly.
(stagnation + inflation)
Normal inflation:
Same fear in 2026:
Different today:
👉 The structure of the shock (energy + geopolitics + inflation) is close enough that investors take it seriously.
https://www.youtube.com/watch?v=8kNksLL0sv4& list=RD8kNksLL0sv4& start_radio=1
 
🔥 What happened in the 1970s (the benchmark)
The key trigger was the 1973 Oil Crisis:- Oil supply suddenly cut
- Prices spiked massively
- Economies slowed down
- Inflation surged
- Growth stalled
(stagnation + inflation)
⚠ ️ Why 2026 feels similar
1. Oil shock again (supply problem, not demand)
Today&rsquo s situation:- Risk around the Strait of Hormuz
- Physical disruption of oil flows
- Supply is constrained
- Prices rise even if economy weakens
2. Inflation coming from the &ldquo wrong place&rdquo
This is key.Normal inflation:
- Caused by strong demand &rarr good for growth
- Caused by higher costs (energy, shipping, food)
- Energy &uarr
- Transport &uarr
- Food &uarr
- Consumers are getting squeezed
3. Growth slowing at the same time
High energy costs act like a tax:- Companies &rarr higher costs &rarr lower profits
- Consumers &rarr spend less
- Weak growth
- Rising prices
4. Monetary policy trap (very important)
In the 1970s, the Federal Reserve had a problem:- Raise rates &rarr kill growth
- Cut rates &rarr worsen inflation
Same fear in 2026:
- Inflation still sticky
- But economy already slowing
5. Geopolitics + fragmentation
1970s:- Cold War tensions
- Oil weaponized
- US&ndash China rivalry
- Middle East conflict
- Sanctions / trade fragmentation
📉 Why investors are worried
Because stagflation is one of the worst environments for markets:Stocks:
- Earnings fall
- Valuations compress
Bonds:
- Inflation erodes returns
Cash:
- Loses purchasing power
💰 What tends to survive (this is why your earlier picks matter)
In the 1970s, winners were:1. Energy / commodities
- Oil producers
- Real assets
2. &ldquo Boring but strong&rdquo companies
- Low debt
- Stable cash flow
- Pricing power
- Haw Par Corporation
- OCBC Bank
- CK Hutchison Holdings
- Strong balance sheets
- Real businesses
- Can endure shocks
🧠 The core insight investors are using
This is not a &ldquo normal recession risk&rdquo &mdash it&rsquo s a supply shock worldAnd in that world:
- Cheap money doesn&rsquo t fix things
- Growth doesn&rsquo t bounce quickly
- Volatility stays high
⚖ ️ Final reality check
The comparison is not perfect:Different today:
- Central banks more experienced
- Economies more diversified
- Energy mix broader
👉 The structure of the shock (energy + geopolitics + inflation) is close enough that investors take it seriously.
https://www.youtube.com/watch?v=8kNksLL0sv4& list=RD8kNksLL0sv4& start_radio=1
 
chartiskao ( Date: 26-Mar-2026 16:45) Posted:
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the 1970 and 2026
https://www.youtube.com/watch?v=wYQZHNwIUq8& list=RDwYQZHNwIUq8& start_radio=1
https://www.youtube.com/watch?v=wYQZHNwIUq8& list=RDwYQZHNwIUq8& start_radio=1
chartiskao ( Date: 26-Mar-2026 16:42) Posted:
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US interest rates that affect the world
https://fred.stlouisfed.org/series/DGS10
 
https://www.youtube.com/watch?v=OjCEVCudqN8& list=RDOjCEVCudqN8& start_radio=1
chartiskao ( Date: 26-Mar-2026 16:39) Posted:
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https://oilprice.com/
https://www.youtube.com/watch?v=kOXfDKGNnlY& list=RDkOXfDKGNnlY& start_radio=1
chartiskao ( Date: 26-Mar-2026 16:36) Posted:
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https://www.cnbc.com/2026/03/16/cuba-trump-taking.html
 
https://www.youtube.com/watch?v=QX-fMlt-UyM& list=RDQX-fMlt-UyM& start_radio=1
chartiskao ( Date: 26-Mar-2026 16:33) Posted:
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a chain reaction that can happen in an oil shock scenario&mdash but you should treat it as a theoretical or worst-case explanation, not automatically confirmed reality. Let&rsquo s break it down clearly:
Hormuz closure &rarr oil export collapse &rarr revenue crash &rarr budget stress &rarr sell assets (gold) + defend currency peg
This is actually a classic crisis dynamic, similar to:
1. Why oil revenue collapses if the Strait of Hormuz is closed
- The Strait of Hormuz is the main export route for Gulf oil (Saudi, UAE, Kuwait, etc.).
- If it&rsquo s blocked:
- Oil cannot physically leave the region
- Tankers stop moving
- Exports drop sharply
- Revenue = falls, not rises
2. Why storage filling up makes it worse
Oil production doesn&rsquo t stop instantly. So:- Oil keeps being produced
- But exports are blocked
- Storage tanks fill up
- Producers are forced to cut production
- That means even less revenue
- No exports
- Lower production
3. Why they might sell gold
Many Middle Eastern countries have:- Currency pegged to the US dollar
- High government spending (subsidies, salaries, infrastructure)
- Government still needs cash
- Currency peg must be defended
- Use foreign reserves (USD)
- Sell gold reserves to raise liquidity
- A backup asset they can liquidate quickly
4. Why defending the dollar peg matters
Countries like Saudi Arabia or UAE:- Fix their currency to USD
- Investors may worry &rarr capital outflow
- Currency comes under pressure
- Central bank sells reserves (USD or gold)
- Buys its own currency
5. Big picture (what the video is trying to say)
The logic chain is:Hormuz closure &rarr oil export collapse &rarr revenue crash &rarr budget stress &rarr sell assets (gold) + defend currency peg
This is actually a classic crisis dynamic, similar to:
- 1970s oil shock (supply disruption)
- Emerging market currency crises (reserve depletion)
6. Important reality check
This scenario is:- Plausible in extreme conflict
- But not always fully true in real-time
- Some oil may still move via alternative routes (pipelines)
- Governments have large reserves
- They may borrow instead of selling gold immediately
Bottom line
The video is explaining a stress scenario:Oil countries are not benefiting from high prices if they physically cannot export &mdash instead, they face a cash crisis, forcing them to sell assets like gold and defend their currencies.
https://www.youtube.com/watch?v=3XdGDdByYRE& list=RD3XdGDdByYRE& start_radio=1
 
chartiskao ( Date: 26-Mar-2026 16:28) Posted:
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https://oilprice.com/
 
https://www.youtube.com/watch?v=tnu571p2CCw& list=RDtnu571p2CCw& start_radio=1
chartiskao ( Date: 26-Mar-2026 16:25) Posted:
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https://edition.cnn.com/markets/premarkets
 
https://www.youtube.com/watch?v=ZVFDshqlmOQ& list=RDZVFDshqlmOQ& start_radio=1
chartiskao ( Date: 26-Mar-2026 16:19) Posted:
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https://fred.stlouisfed.org/series/DGS10
 
https://www.marketwatch.com/investing/index/dxy
 
https://www.youtube.com/watch?v=mNgdH1OVs4Q& list=RD4Ukoxl3OztI& index=2
chartiskao ( Date: 26-Mar-2026 16:14) Posted:
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https://www.marketwatch.com/investing/fund/iau/charts
 
https://www.cnbc.com/quotes/SLV
chartiskao ( Date: 26-Mar-2026 16:09) Posted:
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https://www.marketwatch.com/investing/index/dxy
 
https://fred.stlouisfed.org/series/DGS10
 
https://www.youtube.com/watch?v=LN9tiR0H--8
chartiskao ( Date: 26-Mar-2026 16:06) Posted:
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https://www.ishares.com/us/products/239561/ishares-gold-trust-fund
 
https://www.ishares.com/us/products/239855/ishares-silver-trust-fund
 
https://www.youtube.com/watch?v=8UX5v9H02PY
chartiskao ( Date: 26-Mar-2026 10:05) Posted:
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https://www.straitstimes.com/world/middle-east/trump-says-us-has-major-points-of-agreement-in-talks-with-iran
 
https://www.youtube.com/watch?v=hR2OwmariWk& list=RDhR2OwmariWk& start_radio=1
chartiskao ( Date: 26-Mar-2026 10:00) Posted:
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https://finance.yahoo.com/news/stock-market-crash-under-president-083200512.html
 
 
 
https://www.youtube.com/watch?v=HTj8EoVNqhw& list=RDHTj8EoVNqhw& start_radio=1
chartiskao ( Date: 26-Mar-2026 09:57) Posted:
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https://www.bbc.com/news/articles/c78n6p09pzno
 
https://www.youtube.com/watch?v=hj3Bl2MdGpg& list=RDhj3Bl2MdGpg& start_radio=1
chartiskao ( Date: 26-Mar-2026 09:53) Posted:
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will trump created oil shock killed all of us?
https://www.youtube.com/watch?v=m5GYObGfqek& list=RDm5GYObGfqek& start_radio=1
 
https://www.youtube.com/watch?v=m5GYObGfqek& list=RDm5GYObGfqek& start_radio=1
 
chartiskao ( Date: 26-Mar-2026 09:50) Posted:
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https://edition.cnn.com/markets
 
https://www.youtube.com/watch?v=Yg2dsMW4I7s& list=RDYg2dsMW4I7s& start_radio=1
chartiskao ( Date: 26-Mar-2026 09:47) Posted:
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https://www.macrotrends.net/1320/nasdaq-historical-chart
 
https://www.youtube.com/watch?v=IaSsii5UpT8& list=RDnn4TA-CBT4Y& index=2
chartiskao ( Date: 26-Mar-2026 09:43) Posted:
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