This is a thread specifically for the war, not a general megathread (use the pinned /c/genzedong thread for that).
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this post was submitted on 14 Sep 2026
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I don't even know what this means. If anyone here could explain, I'd appreciate it.
He's talking about interest rates. i is the interest, rate r* is risk, (y > y^*) is the "Performance gap" in the ecconomy SOH is Straits of Hormuz BEM is Bab El-Mandeb
"lets see if a hike..." he is saying the american federal reserve raising interest rates wont open the strait or produce any physical oil.
"you can't 25bp a chokepoint" is him saying that raising interests rates by .25% won't fix the supply shortage.
The "r* isn't neutral" is him saying that the risk involved in borrowing money is determined by the axis of resistance.
SOH = Strait of Hormuz BEM = Bab-El-Mam... Strait? Sorry, don't know the spelling. r* = Rockstar???
Oh wait, is this a Taylor's expansion? But what is he expanding lol???
No clue whatsoever lmao.
I think it's referring to this: https://en.wikipedia.org/wiki/Taylor_rule
Here is a really good breakdown by Indi