

🔴LexTweetr🔴🌎
33.7K posts

@LexTweetr
Exposing debt Feudalism since 1883. https://t.co/WYrR3mDy8U https://t.co/j7BJFS5LfU https://t.co/6NUYdXloNR https://t.co/dWnFwDJ1ZZ




401Ks are getting visibly beaten because both stocks and bonds went down in a lockstep this past month. As it correlated with the war past month, Trump polls will track it too.





As long as Hormuz stays closed (which is highly likely near term), 10y UST yields will likely keep rising until either Fed or Treasury are forced to inject USD liquidity (into an oil spike & increasingly fracturing global supply chains) in order to cap rising yields #Yugeflation


I've so far avoided dramatics because I would be accused of bias. To be clear: this is the worst energy crisis of our lifetimes, well beyond what any sober mind could have envisioned, with no end in sight. The level of complacency to me is astounding.














🇫🇷 France confirms oil crisis, says 30-40% Gulf energy infrastructure destroyed. France's Finance Minister Roland Lescure revealed on Wednesday that between 30 and 40 per cent of Gulf refining capacity has been damaged or destroyed by Iran's retaliatory strikes, leaving a shortage of 11 million barrels a day on global oil markets.