4 ms·
Oil Surges Past $100/barrel
- paulpauper 7mo agofyi this is the font-month contract. there are many of them staggered out , so ETF buyers will not see as much upside
- refulgentis 7mo agowhat
- adam_arthur 7mo agoOil futures (months out) are priced lower than spot, presumably due to anticipation that Iran driven disruption to the market will be short lived. (Remains to be seen whether that's true)
- refulgentis 7mo agoty!
- neom 7mo agoCPI Wednesday, Dollar General Thursday. Next week certainly going to be interesting.
- blitzar 7mo ago> CPI Wednesday For the month of February 2026. Data releases are unlikely to have much impact as they are all backward looking, the market will trade off vibes and tweets until a timeline for the conflict becomes apparent.
- ChrisArchitect 7mo agoSuggested direct link as it changes: https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Surge-Past-100-as-Iran-Names-New-Supreme-Leader.html https://oilprice.com/Latest-Energy-News/World-News/Oil-Price...
- 7777777phil 7mo agoThis is textbook Pozsar. His Bretton Woods III framework argues the global monetary system is shifting from inside money (Treasuries, dollar reserves) to outside money (commodities, gold). Every time a geopolitical shock disrupts physical commodity flows, the premium on outside money reprices upward. Hormuz closing is exactly the scenario he built the framework around. Wrote a two-part deep dive on the thesis last year: https://philippdubach.com/posts/pozsars-bretton-woods-iii-the-framework-1/2/ https://philippdubach.com/posts/pozsars-bretton-woods-iii-th...