How To Reopen The Strait Of Hormuz

A Shipping Analyst Suggests A Simple Strategy

One of the accounts we follow in our Market Watchers X list is that of shipping analyst Ed Finley-Richardson. We started following him for insight after entering this trade on ZIM Integrated Shipping (ZIM -0.54%↓) in December: 

Today’s Special Situation Trade

Special Situation / Event-Driven theme

ZIM Integrated Shipping (ZIM -0.54%↓)

1. Buying the $20 strike call expiring on April 17th, 2026,

2. Selling the $18 strike put expiring on April 17th, 2026, and

3. Buying the $13 strike put expiring on April 17th, 2026,

For a max net debit of $1.65. The max gain on 1 2 contracts is unlimited, the max loss is $665, and the break-even is with ZIM at $21.65. This trade hasn’t filled yet. I’m going to keep it open until 12/11/2025 if it doesn’t fill today. This trade filled at $1.65 $1.60 on 12/5/2025.

That trade's on track for a nice gain, after news broke that ZIM is getting bought out, but the reason we're bringing up Finley-Richardson now is that he just suggested a simple strategy for reopening the Strait of Hormuz. Here it is: 

2. They will attack a vessel anyway, because they won’t believe you’ll go through with it.

Immediately destroy one of their VLCCs.
Get nice footage.
Repeat.

After the first 5 VLCCs, they will begin to realize that they are going to run out of tankers to ship their oil.

— Ed Finley–Richardson (@ed_fin) March 6, 2026

4. Fight fire with fire. Make it hurt Iran more to attack commercial vessels than it hurts the global community which depends on ME exports.

This is going to become EVERYONE’S problem very quickly, if you don’t have the balls to show them who’s boss.

— Ed Finley–Richardson (@ed_fin) March 6, 2026

6. Don’t be a pussy, Donnie. Bomb the tankers.
Their AIS is on, they’re near Kharg.

Those 1996 should be scrapped anyway.
You’re doing them a favor.

/rant over pic.twitter.com/5EFPUz0zuS

— Ed Finley–Richardson (@ed_fin) March 6, 2026

Let's see if Trump takes him up on it. He's already torpedoed one Iranian ship. 

Tracking Our Wartime Trading Performance 

In a post earlier today, we shared four of our trade exits so far from this week. Here's the full count: 8 full or partial wins, and 4 full or partial losses. You can see the full account here. 

🚀Exits, 3/6/2026🚀

Trading through Epic Fury:

How we did on the trades we exited this week in $QURE, $MDB, $GAP, $WBD, $CX, $PLAB, $ASTS, $LASR, $NOK, $AXTI, and $VIAV.

Full transparency, as always.https://t.co/KVW3wlwbx6

— Portfolio Armor (@PortfolioArmor) March 6, 2026

If you'd like a heads up in real time next time we place our next trade, you can subscribe to the Portfolio Armor Substack below. 

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