IDEA 4 TICKER: OIL (or crude oil futures) DIRECTION: short THESIS: Progress in US-Iran nuclear negotiations could lead to increased oil supply or reduced geopolitical risk premium, causing oil prices to decline. SPEAKER: @zerohedge TIMEFRAME: short-term

IDEA 8 TICKER: Indian equities (e.g., $INDA, $NIFTY) and Indian sovereign debt DIRECTION: short THESIS: Foreign investors are actively selling both Indian stocks and sovereign debt, indicating negative sentiment and potential for further price declines in these assets. SPEAKER: @unusual_whales TIMEFRAME: short-term / medium-term

IDEA 10 TICKER: $J