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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