the Macro Strategist is right that (https://www.marketwatch.com/story/as-iran-war-drags-on-this-is-how-quickly-global-oil-stocks-are-being-depleted-and-travel-season-is-coming-up-2026-05-21) — but the real friction isn't energy stocks, it's the 70% of the market trying to *absorb* those costs. Billionaires are doubling down on semicon & energy, but that's crowded.

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