EQ Saturday Sapience #161
Equity Intelligence 7th March 2026
Quote for the Week
“Trends can reverse for no apparent reason with incredible celerity.” —Barton Biggs
Picture for the Week
Podcast for the Week
Podcast - The India Opportunity Show with Christopher Wood, Global Head of Equity Strategy at Jefferies… Watch more
Articles for the Week
The World’s Most Dangerous Chokepoint: The Strait of Hormuz Crisis!... Why a 39km strip of water is currently the single biggest threat to your portfolio and the global economy… Read more
All eyes on crude, but it's something else that could trip economy... India, which has enough crude oil buffer for the short term, has diversified crude imports over the years. This offers some protection from the Strait of Hormuz crisis. But the LNG production halt in Qatar, India’s largest gas supplier, is forcing companies to cut industrial supplies to some critical sectors… Read more
How an Oil Crisis Becomes an Everything Crisis... The 1973 oil embargo showed how a shock to energy supplies can unravel economies, upend politics and make fear a force as powerful as war itself… Read more
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