
Kirk Bostrom
6.2K posts

Kirk Bostrom
@KirkBostrom
Founder/ Strategic Preservation Fund/ Performance Inside Top 1% of All Hedge Funds globally in 2021, 2022, 2023, 2024, 2025, 2026 YTD (15,000 funds) Not $Advice



This was a Turning Points USA event with JD Vance. And the tickets were free.


TSMC is about to report $35.7 billion in quarterly revenue. The semiconductor manufacturer consumes 9 percent of the island's total electricity. Taiwan imports 97 percent of its energy. Most of it comes from natural gas, and a third of that gas came from Qatar. Qatar declared force majeure in March after Iranian missiles destroyed two liquefied natural gas trains at Ras Laffan. Repairs will take three to five years. The Strait of Hormuz has carried fewer than 10 ships a day since the war began. Before that it carried over 100. Peace talks collapsed April 12. The US naval blockade began the next day. South Korea has 30 days of LNG reserves, Japan 19. Taiwan has 11. In May 2025, Taiwan shut down its last nuclear reactor. It replaced the capacity with natural gas.




UPDATE: US treasury secretary says China will not be able to get oil from Iran 🔴 LIVE updates: aje.news/lxeq57?update=…







Presidential doctrines are expanding beyond their original intent. @Frank_Giustra explores what that means for global stability and U.S. policy. Read and subscribe below. frankgiustra.com/the-ever-expan…


































