With Hormuz still shut, options market signals rising risk of $150 oil - Reuters

The Strait of Hormuz closure is textbook monetary chaos in motion. When oil hits $150, central banks will fire up the printing presses to cushion the economic blow. That's pure gold rocket fuel. Silver gets the double benefit - industrial demand from energy infrastructure buildouts plus monetary demand as investors flee currency debasement. The options market is pricing in supply disruption, but they're missing the monetary response. Powell and company won't let deflationary forces run wild. They'll choose inflation over recession every time. Physical metals are your hedge against both the energy crisis and the inevitable policy response. Stack accordingly.