| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| STEEL | ×1 | LONG | MED | $101.46 | Other | US steel prices have materially diverged from global peers, and with the risk of more aggressive sector tariffs across the economy, we expect higher domestic steel prices. This is consistent with economic theory and our earlier expectations. | Apr 23 | YOUTUBE |