🟢 [E2156] Growing short book: mostly MSFT, META, NVDA which feels like last shoe to drop. HYG put spreads for Apr/May. Small shorts via options including OZK and TITN.

🟢 [E2100] Moved equity book to US natgas producers/exporters among other defensive positions. Citrini created a basket of securities benefiting from prolonged conflict including US energy producers and exporters.

🟢 [E2141] Moved equity book to include corn and fertilizer stocks. Looking at corn chart - doesn't look half bad.