"El Niño is coming faster than expected and chances are rising that it will be historically strong" -CNN
Per Gemini / Claude cooling, water, and agriculture are most likely to gain stock value over the next 6 months. specifically they came out for Traine (TT), Invesco DB Agriculture Fund (DBA), Bunge (BA, an AG / food co), Xylem (XYL, water technology), and Watts Water Technologies (WTS).
It seems like a good time to get in since headlines about El Niño are hitting today.
Positions: TT 11 shares, DBA 36, BG 8, XYL 27, WTS 4