Geopolitics Reignite the Power of Discretionary Macro:
(HedgeCo.Net) A sharp escalation in geopolitical tensions centered around Iran has sent shockwaves through global energy markets, driving oil prices up nearly 40% this month to above $100 per barrel. For many investors, the surge has reignited fears of inflation, supply chain disruption, and broader economic instability. But for a specific corner of the hedge fund universe, this volatility has translated into significant opportunity.
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