Investment Strategy - Long-term success requires prioritizing essential needs before pursuing desires [1] - Investment should focus on infrastructure, food security, energy security, and defense [1] Macroeconomic Perspective - The pyramid of needs concept applies to nations, highlighting the importance of basic necessities [1]

Noddy When it comes to the oil market, there are no immediate outages at this moment, but the risk calculus has certainly changed. How has it changed for you overnight. So when we look at exports from Iran right now, they've been around 1.7% million barrels per day.This is very much in question. Will that continue. What will be the focus.And when we think about where the market has been positioned, we've had three surges of more than 400,000 barrels per day and expected production out of the Middle East. Bu ...