Lark Davis
Lark Davis|Apr 04, 2026 01:17
Here's what happens if Trump actually does this Hormuz controls 20% of world oil. Oil prices drop → inflation cools → Fed cuts rates → markets rip. OR Iran ups the ante. They mine the entire strait, increase attacks We're not talking a week of disruption. We're talking YEARS before a single tanker moves through again. Oil spikes to levels nobody is modelling → supply chains collapse → global recession. Two completely opposite outcomes. Most binary macro bet in modern history. So, which outcome do you think is most likely?(Lark Davis)
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