Playback speed×Share postShare post at current timeShare from 0:000:00/783The war is over, but it takes time for shortages & prices to return to peace. Oil & LNG constraints 6-19-26All things financial...Jun 19, 2026783ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsThe Fed sells the EURO to buy the Yen. Fed's message is disorder in the Yen is global disorder 8-3-20267 hrs ago • All things financial...Yen Carry Trade: Oil shocks hit Asia in dollars first, and then the currencies next 8-2-2026 Aug 2 • All things financial...Nostradamus of Ai: you don't own the upside if the banker owns the downside 7-31-2026Jul 31 • All things financial...The Fed, Treasury leaders; Spin Cycle Warsh, Miran the moron and besotted Bessent 7-30-2026Jul 31 • All things financial...Yen Carry Trade: every policy choice is a trade-off between inflation, stability & debt 7-27-26Jul 27 • All things financial...Canada can diversify counterparties, but cannot hedge away the map 7-25-2026Jul 25 • All things financial...Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26Jul 22 • All things financial...When politics weaponize a chokepoint, business has to price delay, risk & delivery 7-21-2026Jul 21 • All things financial...
