Hormuz Is Closing and Oil Is Screaming — Here's What Social Sentiment Says About Monday's Open
Revolutionary Guards threaten Hormuz closure as Treasury Secretary Bessent says the US has 'plenty of funds' for an Iran war — social sentiment is bracing for chaos
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Let's set the scene: Iran's Revolutionary Guards are threatening to completely close the Strait of Hormuz — the chokepoint through which roughly 20% of global oil supply travels — if Trump follows through on threats to Iranian energy infrastructure. Saudi Aramco's CEO has already quietly pulled out of a major international energy conference. That's not a good sign. That's the geopolitical equivalent of the pilot putting on a parachute mid-flight.
Reddit's investing communities are fixating on two trades: long energy, short everything else. The Bloomberg Big Take YouTube segment captures the mood perfectly — bond investors are having their 'penny drop moment,' with 30-year Treasury yields at near 20-year highs and PCE inflation expected to print at ~3.8% year-over-year. New Fed Chair Kevin Warsh just got sworn in and immediately inherited a dumpster fire. Meanwhile, $XOM and the broader energy sector are the only adults in the room right now.
The Jeremiah Babe crowd on YouTube is pointing out the delicious absurdity of the Dow hitting highs while consumer sentiment sits at a record low of 44.8 — and honestly, they're not wrong this time.