Sh#t has officially hit the fan: - The 10-year Treasury yield is just hours away from reaching 5%, a 19-year high in the cost of U.S. debt. Worldwide, nations and funds are dumping U.S. debt at record levels. - The diesel crack spread just hit an all-time high of $112, meaning diesel demand far outstrips supply and that prices are going higher. - Diesel prices are now $10 / gallon at some gas stations in California, with the national average over $6. Farming, construction and transportation are being absolutely wrecked right now. - The Houthis just destroyed Saudi Arabia's East-West Pipeline (Petroline) which just halted millions of barrels of daily oil exports via the Red Sea. Saudi ports are now completely blocked. - Trump and his remaining idiot supporters tell us gas prices will plummet, that food is CHEAPER than ever, that Trump has already defeated Iran 50 times, while Scott Bessent claims the Straight of Hormuz will become obsolete and no longer matters... WHILE THE WORLD STARVES for energy, fertilizer and LNG. Yes, sh#t has hit the fan, and our country is being run by people who are either the most incompetent leaders of our lifetime, or nefarious actors who are deliberately trying to destroy the U.S. economy and impoverish its people. (Take your pick.)