Scott Bessent
Treasury Secretary
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
May 14
$140.94
-0.1%
Crude oil prices will decline quickly because the futures curve is in substantial backwardation, the UAE has left OPEC, global producers will ramp up supply, and the U.S. is at record production with continued pumping. The supply shock from the Iran blockade is transient, and energy inflation will reverse.
Energy
Long
May 14
$229.92
-6.8%
Large Boeing orders are expected from China as part of trade deliverables, indicating a positive catalyst for Boeing's commercial aircraft sales.
NatSec
Long
May 14
$24.76
-0.3%
Soybean prices will spike due to an expected El Niño weather pattern that historically leads to very high prices, suggesting China should accelerate purchases from the U.S.
Other
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