🚨 WARNING: SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS... Trump just imposed 20% fees for passage through the Strait of Hormuz. And the US Navy is the toll collector. This has never happened before in modern history. The world's most critical energy chokepoint now has 20% fee on every cargo ship That wants safe passage through it. Let that number land. 20% on every shipment, every tanker, every container, every barrel of oil moving through a strait. JUST IMAGINE. 20 PERCENT. This means that all oil goods will raise at least 20% in price. This is not a military operation. This is a tax on the entire global economy collected at gunpoint in international waters. Think about what 20% does to supply chains that were already under pressure. Oil price goes up before a single additional barrel is disrupted because the cost of moving it just jumped 20% overnight. Every commodity that ships through the strait reprices immediately. Every manufacturer, every refiner, every importer that depends on Gulf supply. Now has a new line item on their cost structure that didn't exist yesterday. And it doesn't stop at energy. Global shipping routes reprice around a blockaded strait. Insurance rates spike again, alternative routes that add weeks to delivery times get activated. Supply chains that took years to optimize get restructured in days out of necessity. Inflation doesn't drift higher from here. It jumps. And a Fed that was already hiking into a slowing economy now hikes into a supply shock that monetary policy has absolutely no tool to address. You cannot cut your way out of a 20% shipping tax., you cannot print your way through a blockaded strait. The equity market has spent three weeks pricing this conflict as temporary. As something with a diplomatic resolution on the other side. As a risk to be managed rather than a structural change to absorb. Today that assumption ends. A naval blockade with a fee structure attached is not a pressure tactic. It's infrastructure. It's a new permanent cost embedded into the global economy that doesn't disappear when talks resume. Stocks haven't priced this. Bonds haven't priced this. Crypto hasn't priced this. They're about to. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Many will regret not following me earlier...(ᴛʀᴀᴄᴇʀ)