Slack: C0A0J067M6V/ts:1774552648.4971

Author: Mike Arnold Date: 2026-04-07 Type: slack Evidence: 3 Themes: 3

regional-opportunistic-trades

🟢 [E1765] Jared likes beaten down spirits names. Sees evidence of rents normalizing/falling and senses 'extreme pessimism' in markets.

supporting · 2026-04-07

🔴 [E1747] Jared senses 'extreme pessimism' in markets—this could be a contrarian indicator.

challenging · 2026-04-07

💬 [E1718] Jared notes gold is behaving as a risk asset currently.

commentary · 2026-04-07