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Brent Tops $100: Why It Doesn't Change My Portfolio
Brent crude topping $100 for the first time since July is the backdrop this morning, with the US-Iran conflict pushing oil higher, the ten-year near 4.81%, and stocks lower. Bitcoin and gold are catching a bid, which I read as a liquidity story tied to speculation that Treasury Secretary Scott Bessent will expand long-dated bond buybacks to as much as $5 to $6 billion per operation. None of it changes how I invest, and I make the case that these headlines matter far less to a long-term investor than they feel like they should.
On the themes I follow, GE Aerospace's $11.75 billion deal to buy…
The skinny
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