The link for this post uses a read-only front-end for Twitter, which can be easier to read for viewing a full Twitter thread.  The Tweet that kicked off the thread is:

> What’s unfolding:
> 
> - Soaring energy inputs have rapidly repriced discount rates higher
> 
> - The value of every asset on the planet is plummeting as a result
> 
> - This dynamic exacerbates a systemic asset/liability imbalance, as refinance rates soar
> 
> A global deleveraging is underway.

https://twitter.com/DylanLeClair_/status/1583166747498098689