| Date | Ticker | Direction | Thesis | Source |
|---|---|---|---|---|
| Feb 12, 2026 | LONG | The new US-India trade deal involves a commitment/intent for India to purchase $500B worth of US goods, specifically mentioning energy and agriculture. This is a direct government-mandated demand shock for US exporters in these sectors. LONG. The deal is "intent" based and lacks binding enforcement; Indian farmers protesting could dilute the agricultural concessions. |