Inner Loop Intelligence
All Themes
·
All Sources
Slack: C09VCM0PX5H/ts:1770827358.4911
Author: Jesse
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
energy-sector-structural-positioning
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[E2097]
Big oil calls really working. Rebalancing to 40% XOM, 20% CVX, 10% VLO, 10% XLE, 10% CL. Reducing time horizon from 2 years to 6-9 months.
supporting · 2026-04-07