tylermcclellan(@tylermacro10):Crude should be about $200 on standard inventory models corrected for China and SPRs around the world And rates should be about 10%. The market says it can’t come to that because it would break the AI bubble, That’s like saying I can’t go broke because it would be distasteful

tylermcclellan

@tylermacro10

Global macro (PM & Research) 20yrs: in Paris now.

Joined March 2016

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tylermcclellan@tylermacro10

2026.09.23 20:34

Crude should be about $200 on standard inventory models corrected for China and SPRs around the world And rates should be about 10%. The market says it can’t come to that because it would break the AI bubble, That’s like saying I can’t go broke because it would be distasteful