this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze how the Strait of Hormuz has been financially closed: while the waters remain open, insurance premiums have tripled, causing tanker transits to plunge by $70\%$. We explore the impact on inflation (PCE) and why this "kills" hopes for a Fed rate cut. We close with the "death of duration": how AI agents are destroying the ability to predict the long-term value of companies, forcing us to cross a "desert" before digital abundance. Your source for data-driven financial analysis. More at myfundamental.net/insights!