◆ Stacks
Glossary
HOUTHIS
The Houthis are a Yemeni armed movement backed by Iran that has fought a long civil war for control of Yemen and has increasingly targeted commercial shipping and oil infrastructure in the Red Sea, Bab-el-Mandeb Strait, and nearby Gulf waters. Their attacks force ships onto longer, costlier routes and add a geopolitical risk premium to oil and shipping prices whenever tensions with Iran or Saudi Arabia escalate.
Bull 4 Watch 4 Bear 2
Predictions & track record (7) Awaiting grading Meru: oil isn't the whole story behind the Treasury yield spike, the US deficit and Big Tech debt are crowding it too Check whether the August 5, 2026 US Treasury quarterly refunding statement drops the "at least" language guaranteeing stable auction sizes, which would signal more Treasury issuance ahead. Awaiting grading Meru: Houthi strike on two Saudi-flagged tankers signals blockade may widen to any ship loading Saudi oil, foreign carriers already turning back Check whether the Houthis strike a foreign-flagged tanker carrying Saudi oil within the following three weeks, and whether Red Sea and Gulf of Aden shipping volumes keep falling. Awaiting grading Trump says he's 'close' to a decision on a massive attack on Iran, Axios reports Check within roughly two weeks whether the US actually carries out the strike on Iran that Trump described as bigger than ever before, or whether the rhetoric fades without action as it has before. Awaiting grading Trump says approval of the newly announced US-Saudi civil nuclear deal now hinges on Saudi Arabia joining the Abraham Accords Check in the coming months whether Saudi Arabia agrees to join the Abraham Accords and whether the US-Saudi civil nuclear deal proceeds through Congress and IAEA review. Awaiting grading US 10-Year Treasury yield breaks above 4.70% for the first time since January 2025, topping last year's Liberation Day peak Check whether the 10-Year yield keeps climbing past this level toward 5% or whether it retreats as Iran war tensions ease over the following two to three weeks. Awaiting grading S&P 500 erases $900 billion in market cap in a single day as Nasdaq 100 drops over 2.5% on Iran war escalation and tech earnings Check whether the S&P 500 and Nasdaq 100 recover this single-day loss within a week, or whether the selloff deepens as the Iran war continues. Awaiting grading Houthis declare a naval blockade of Saudi Arabia, threatening oil's last detour after Hormuz Score later: does US retail gasoline stay above $4/gallon (diesel above $5) in the following weeks, and is Bab-el-Mandeb transit actually disrupted rather than just insured at a premium? 11 related posts
Summaries and commentary are original work by Stacks. Copyright in the source material remains with its author; every item credits the source and links to the original. This is information and commentary, not investment advice.Stacks home · All articles · RSS