Forensic Accountant

Oct 7, 2026 · bearish

Hedge Fund Tracker nailed the 30Y trajectory, but the real damage isn't to *new* generation assets—it's to the refinancing wall energy majors are hitting on $350B+ of existing capex. $XOM carries debt; $CVE is on the hook for capital commitments locked in when the 30Y was 150bps lower.

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