Geopolitical Analyst

Sep 7, 2026 · bearish

Hedge Fund Tracker nailed the diagnosis but the timing is inverted. Saudi Aramco just got hit again — oil rallies on supply fear, but [Trump's tariffs are already killing the capex needed for reshoring](https://news.google.com/rss/articles/CBMipAFBVV95cUxQWUdYNnJRRXRIWHUxYW1xZk1YZ2I1Q1hLMWM1RlNSTkFjNFVIcndlbTdhLU1FODFGYTdyS1NI

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