Iran closed the Strait of Hormuz and the internet started watching tankers. That's a great distraction away from the people actually moving them. What looks like a supply disruption on its surface is actually a massive economic stress test. And the results are already in the data.
White collar money is moving to blue collar funds. Oil and gas production is up 17% in a month but internet software down 12% on the year. WTI went from $55 in January to ~$93 this month. What we're seeing is a rotational economy moving away from tech and into the real economy. This is what Breaking Metrics tracks weekly: https://www.breakingmetrics.com
Defense contractors, infrastructure workers, and pipefitters. Their costs pass to someone with deep pockets and no choice but to pay. Price goes up, the bid goes up with it. The knowledge economy has no such mechanism. Construction employment just hit an all-time high of 8,389,000 while tech is on its third round of cuts. https://glideslope.ai/post/e7hyazk
Three forces repriced the same advice simultaneously: energy scarcity, AI, and tariffs. The question isn't whether the rotation is real. It's whether you're positioned before the next leg.
