Lark Davis|Mar 15, 2026 22:43
𝟮𝟬% 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱'𝘀 𝗼𝗶𝗹 𝗽𝗮𝘀𝘀𝗲𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗼𝗻𝗲 𝗻𝗮𝗿𝗿𝗼𝘄 𝘀𝘁𝗿𝗮𝗶𝘁.
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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