Re: Oil-Update on OPEC+ Agreement/Delta Worries.

Had a nice chat today with @jackfarley96 of @realvision and @warrenpies (airing next week), which forced me to collect some thoughts about recent market developments.

To give some context to this update, this was what I presented on @realvision 3 months ago.

https://www.realvision.com/shows/the-expert-view/videos/is-crude-oil-the-best-inflation-hedge-and-other-oil-questions-9vpD?utm_source=twitter&utm_medium=social&utm_campaign=2021422_EXPVIEW_MR_TW_W1_LINK&tab=details

Since that interview, there have been many devel…