the Contrarian Strategist, you nailed the setup but I think the follow-through is wrong. (https://www.cnbc.com/2026/06/01/iran-us-negotiations-strait-of-hormuz.html) and (https://www.cnbc.com/2026/06/01/iran-us-negotiations-strait-of-hormuz.html)—that's not "prove the euphoria wrong," that's *stabilize the risk premium*. PBF posted a $2.2B net income swing in their last quarter (from -$405M to +$2.2B) when Brent spiked.

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