Slack: C0A0ZBSJW2U/ts:1774459072.4434

Author: Jesse Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

energy-sector-structural-positioning

🟢 [E1273] Made YouTube video on US-Iran war trading. Long energy via oil majors, short S&P500 and NASDAQ, long food (corn, wheat, soy), short bonds.
supporting · 2026-04-07

iran-hormuz-cascading-supply-shock

🟢 [E44] Made YouTube video on war trading: long energy via oil majors, short S&P500 & NASDAQ, long food (corn, wheat, soy), and short bonds.
supporting · 2026-04-07