Velora Partners The Hormuz Shock: Paper Oil, Physical Reality, and What Capital Allocators Need to Know By Roman Jonas, Managing Partner | Velora Partners Investment Research | April 2026 | 10 min read The Strait of Hormuz crisis has produced the largest oil supply disruption in the history of the moder... 21. 4. 2026
Velora Partners Diamond Markets 2026: Why Diamonds Are No Longer a Store of Value Gold's historic rally through 2025 forced a reassessment of every hard asset in the portfolio construction toolkit. Diamonds were the obvious candidate to examine next: portable, culturally embedded a... 21. 4. 2026
Velora Partners Capital Mobility in the Multipolar Era: Why Tokenization is the Only Asset Shield Published by Velora Partners — Educational Analysis for Accredited Investors and HNWIs Executive Summary The post-Cold War unipolar order is unwinding in real time. Active conflict in the Middle East,... 18. 3. 2026
