Slack: C0A0ZBSJW2U/ts:1775055143.4599

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

💬 [E217] Cannot proactively invest until OFAC designation changes. Then: undeveloped beachfront and banks are the opportunities. Too much focus on Middle East right now.
commentary · 2026-04-07