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AAPL is cosying up to China while Iran plays hardball with global oil supply. Two totally unrelated stories. Except they're not.
Traditional markets are basically offline, the Strait of Hormuz is a warzone, and Bitcoin is somehow the calmest thing in the room. Reddit has thoughts.
LNG just hit $30/MMBTU. Stocks are at six-month lows. And Q1 earnings season is walking straight into the blast radius of a Middle East war.

WTI at $112, LNG tripling in a week, and 111M Americans can't pay their credit cards. YouTube's top finance voices have found rare consensus: buckle up.

Everyone's watching the big macro chess pieces move. Meanwhile, a handful of small-caps are sitting in the corner plotting something interesting.

WTI hits $112, Qatar's LNG terminal is toast, and the social internet is collectively realizing oil runs everything. Three tickers to watch right now.

LNG went from $10 to $30/MMBTU in days. Qatar moves 20% of global LNG. The Strait of Hormuz is nervous. Your energy portfolio should be very, very awake.

Oil's flirting with $100, mortgage apps cratered 30%, and private credit is quietly imploding. YouTube's top finance voices are unusually aligned — and unusually grim.

Iran war, energy shocks, and a Fed frozen in place — and somehow crypto Twitter is feeling itself. Here's what the sentiment data actually says.

Brent above $112, diesel past $5, and Iran won't even take Hormuz calls. Week four of the US-Iran war is rewriting the macro playbook in real time.

Brent crude above $112, diesel at $5/gallon, and ground troops on the table. Wall Street's having a very bad Friday and Reddit is coping.

FDX raised EPS guidance above $20 into a literal wartime economy. SMCI just lost 27% after its co-founder got charged with smuggling Nvidia chips to China. Earnings season has logged on.