| Date | Ticker | Price | Dir | Speaker | Thesis | Source |
|---|---|---|---|---|---|---|
| Feb 16 | LONG | Oil prices are rising due to elevated geopolitical risk premiums stemming from Iran’s naval drills and upcoming US talks, especially in thin holiday trading. | ||||
| Feb 05 | SHORT | A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. |