Brent at $100? Hormuz Risk, AI rally and a fragile US market: Andrew Freris flags two-year energy shock cycle

April 28, 2026

Geopolitical shifts in West Asia will alter global energy routes for years. Oil prices may stay high. Equity markets are climbing on artificial intelligence hype, not strong company profits. Investors are advised to reduce US stock holdings. Asian markets show better performance. This situation points to long-term structural changes in energy and markets.

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