Inner Loop Intelligence
All Themes
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All Sources
Slack: C09VCM0PX5H/ts:1771497019.7811
Author: thibault
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
energy-sector-structural-positioning
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[E2098]
Added more to XLE calls. Feels like we will soon break 55.10 and push higher. Iran tensions went up a notch and should be supportive short term.
supporting · 2026-04-07