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Krakauer: "Think Globally" for Equities Amid Strait of Hormuz Volatility

8 min20 april 2026

When looking into how much consumers can handle fluctuating crude oil prices and geopolitical volatility, David Krakauer tells investors to look at the economic data. He points to prints this week like retail sales that serve as barometers for the consumer mindset. David turns to the health in financials by examining how the conflict impacts earnings. "Think globally," David tells investors, pointing out opportunities in international markets.


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