Tuesday, July 14th 2026 — KORU Dips and H&M Rips | July 14, 2026

Show Notes — 2026-07-14

Markets took a beating on Monday as Trump's Strait of Hormuz blockade threat sent oil surging three percent and crushed tech. The South Korea leveraged ETF collapsed nearly twenty-five percent, semiconductors and AI names got wrecked, and gold dropped in a counterintuitive flight-to-cash move. Meanwhile, France is simultaneously hosting a World Cup semi-final, battling a record heatwave, cutting nuclear capacity, and fighting a forest fire near Paris — all on Bastille Day.

**In This Episode**

- **Hormuz Blockade Threat** — Trump's plan to reinstate shipping fees on the Strait of Hormuz sent oil up three percent and triggered a broad tech selloff

- **KORU Collapse** — South Korea's leveraged bull ETF dropped nearly twenty-five percent in a single session, the biggest mover of the day

- **Semiconductor Bloodbath** — SOXL down fourteen percent, Astera Labs and Applovin each down twelve-plus percent on Hormuz anxiety and AI rotation

- **Bangkok Bar Fire** — Thirty dead after a fire at a Bangkok music pub; twenty-four remain in critical condition as police probe negligence

- **Germany Speech Law** — German parliament moving to criminalize denying Israel's right to exist, raising major free speech concerns

- **France Heatwave and Nuclear Cuts** — France cutting six point four gigawatts of nuclear capacity because cooling water is too warm during record heat

- **World Cup Semi-Finals** — England vs Argentina on Wednesday in Atlanta with heightened security; France vs Spain prediction markets at near coin-flip

- **Pentagon UFO Files** — Fourth batch of classified UAP documents released by the Department of Defense with minimal press coverage

- **Wimbledon** — Tennis scores trending at number one as Wimbledon draws massive search traffic