If energy prices spike to $120/barrel due to Middle East or Russia developments, inflation could quickly rise to 3.5-4%, ending rate-cut expectations, causing bond market selloffs, and driving severe equity corrections in stretched stocks trading at negative cash flow or 10x+ sales and 40x+ earnings.
forecastpending
Speaker
Louie GavelsonEvidence Quote
“The biggest risk to financial markets today. The biggest risk to people's portfolios um is that energy prices spike. And I want to be very clear. I'm not saying energy prices are going to spike. But if energy prices spike for whatever reason, you could be very quickly an inflation rate at three and a half 4%. [22:23]”
Source
Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?— WealthionCreated: 8/11/2026, 7:21:20 AM
My Notes
Loading notes...