Ben Hunt
@EpsilonTheory
Clear eyes. Full hearts. Can’t lose.
1.8K Following 178.3K Followers
In the immortal words of Scott “House” Bessent: Judge us by the 10-year.
16 bps in 2 days … insane. This is starting to get unorderly, which creates an entirely new set of risks.
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Global diesel prices, 5-yr chart.
