Nobody is de-escalating

Originally posted March 20, 2026: ⚓️ UN shipping agency says 3,200 vessels stranded west of Strait of Hormuz About 20,000 seafarers are stranded aboard ships as threats of attacks on commercial vessels disrupt transit through the Strait of Hormuz, the International Maritime Org. said ahead of an...

Futures markets open in about seven hours www.cnbc.com/amp/2026/03/...

America’s Suez

Hormuz vessel traffic

Thanks I’ll pass

QED

Well this thing ain’t de-escalating, now the Iranians will just blow up the electricity systems in the Gulf States?

so if i have this correctly: we've substantially increased the value of Iran's primary export we've made it legal to buy that export for the first time in 30 years and we've made it such that only safe way through the strait is to make a deal with iran masterful gambit

The Marine Expeditionary Unit landing at Kharg island and discovering all the oil facilities are wired to explode

Futures markets are predictions from people who don’t need real barrels. Expect more of this from companies that do need them

Post like this are designed to make us feel like geniuses

OIL CLOSES AT HIGHEST SINCE '22 ON OUTLOOK FOR PROLONGED WAR

Great interview with @roryjohnston.bsky.social youtu.be/6sw_MgTtUB8?...

Holy cow, rates up to 6.53% today! A borrower putting 20% down on a $600,000 home would pay $168 more now than they would have the day before the U.S. bombed Iran when rates were 5.99%. War is costly in innumerable ways, including the cost of homeownership.

Checking in on the ETF drawdown (from 52wk high) heat map... $SPY -7.0% $RSP -7.1% $QQQ -8.6% $MDY -9.2% $IWM -10.9% $VEU -11.5% $AGG -2.7% $LQD -4.4% $TLT -8.8% $GLD -18.1% $IBIT -44.9% @finviz_com

Mortgage rates 📈

Are the American people ready to see drone footage videos ripped off Telegram of US troops getting hit with explosive quadcopters? Because they're gonna see it

The S&P 500 Index closed below its 200-day moving average

Manufacturing goods prices, from The Overshoot

“The amount of oil stored at sea — a vital buffer for markets — is running down fast, as supply from the Persian Gulf remains constrained for a third week and buyers are forced to find quick alternatives.”

Posting about “the discourse” when you could be posting about the Discount Window? smdh

QATAR'S HEADLINE GDP COULD CONTRACT BY 9% IN 2026 AFTER RAS LAFFAN LNG SITE ATTACK, JPMORGAN ESTIMATES

The Data Centre bubble is making the prices of electronics go through the roof, from The Overshoot

incredible www.ft.com/content/f6eb...

Stocks for companies that sell consumer staples 📉

The war in Iran could trigger a global food shock • More than 1.1mn tonnes of fertiliser and fertiliser inputs is currently stuck in the Gulf • Shortages are starting during northern hemisphere’s planting season, raising the risk of lower harvests for staples like rice www.ft.com/content/1054...

This is the kind of chart dumb guys love

PENTAGON SENDING THOUSANDS OF ADDITIONAL MARINES TO MIDDLE EAST - WSJ

Refinery profits 📈

Conference Board leading economic indicators

Iran’s semi-official Tasnim news agency has released military video said to show air defence systems hitting a US F-35 stealth fighter. The US military confirmed an F-35 had to make an emergency landing at a US base in the Middle East.

Two weeks in and the Iranians are hitting F-35s and oil facilities on the Red Sea? The biggest fuck up since the Suez Crisis.

WTI is lagging behind

WTI to $1000

UK unemployment

Core inflation, still very much a thing.

Me waiting for the second order effects of higher oil prices x.com/SamRo/status...

Japanese wage increases

US new mortgage rates compared to mortgages outstanding.

* EXCLUSIVE- QATARENERGY CEO TELLS REUTERS: WE MAY HAVE TO DECLARE FORCE MAJEURE ON LONG-TERM CONTRACTS FOR UP TO FIVE YEARS FOR LNG SUPPLIES TO ITALY, BELGIUM, KOREA AND CHINA @reuters.com

California snow pack

European natural gas prices

Gilts WTF?

Oil and gas tanker arrivals in India

TRADERS NO LONGER PRICE IN FED INTEREST RATE CUT DURING 2026

He’s still got it. 🤡

Shanghai copper futures slump over 3%, with leading the losses.

> @reuters.com