Hugely under-rated risk. Its not that we lost natgas access its the tankers that might remain stuck unable to fullfill cargo elsewhere. 100% not priced in.

$AGRZ $DTCK $LWLG likely more upsides on agri / energy theme

$TURB this goes 10 over next days/weeks

In emerging markets dollar will become scarce. Especially once we move year into this crisis.

Flights starting to spike.

$POLA i would segment it this way: -1 month from now decent chance of being higher from here -6 months from now very high probability of being much higher from here Based on electricity/solar bid.

$AGRZ squeezing

Dollar milkshake theory is 100% gonna play out this year, assuming duration of conflict is few months+ Santiago Capital

$AGRZ AH squeeze potential via sector play

$SPY getting very close towards that major selloff

No go on that, maybe push somewhen later over this month.

Fresh lows UK/US bonds

Not if your plan is to create even bigger squeeze than it would otherwise happen. Remember...to make sense of geopolitics apply Machiavellianism to everything.

youtu.be/U3sMjm9Eloo?si…

Worst oil supply shock in world history

When hour goes dark this piece always finds its place youtu.be/U3sMjm9Eloo?si…

CRB Commodity Index just broke above its 2022 high Quick breakdown: This tracks the full commodity basket oil, metals, grains, agriculture, everything. Last time it crossed these exact levels in 2022, inflation went nuclear and forced the Fed into one of the fastest, most

RECESSION ODDS SURGE TO 36% 📈 Kalshi shows the probability of a U.S. recession this year has jumped nearly 15 points in weeks, now at 36%. kalshi.com/markets/kxrecs…

😂

Getting closer $SPY