Lark Davis|Mar 15, 2026 22:43
๐ฎ๐ฌ% ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ผ๐ฟ๐น๐ฑ'๐ ๐ผ๐ถ๐น ๐ฝ๐ฎ๐๐๐ฒ๐ ๐๐ต๐ฟ๐ผ๐๐ด๐ต ๐ผ๐ป๐ฒ ๐ป๐ฎ๐ฟ๐ฟ๐ผ๐ ๐๐๐ฟ๐ฎ๐ถ๐.
Maybe you don't care. You're thousands of miles away, sipping coffee in the suburbs.
Until you fill up your tank.
Until your grocery bill jumps.
Until your heating bill arrives.
Shipping traffic through that strait is down 95%.
Goldman Sachs says $150 oil is likely. Wood Mackenzie says $200 is plausible.
Every 10% rise in oil adds 0.4% to global inflation.
You're not just watching a war. You're watching your cost of living get repriced in real time.(Lark Davis)
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