Inner Loop Intelligence
All Themes
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All Sources
Slack: C0A0J067M6V/ts:1772281640.8606
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
equity-market-correction-positioning
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[E1634]
Sold my EWZ yesterday but mostly for dry powder for Monday. There will be bargains on the inevitable overreaction to Iran. Market will shoot the wrong companies.
commentary · 2026-04-07