HASSETT: NY FED STUDY ON TARIFFS WORST IN FED'S HISTORY
Original source ↗  |  February 18, 2026 at 13:08 UTC  |  Twitter - @DeItaone

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: NESN (Nestle) / NSRGY (Nestle ADR) DIRECTION: short THESIS: The Nestle CEO is facing mounting scrutiny amid an infant formula crisis, which could negatively impact the company's reputation, sales, and stock performance. SPEAKER: @zerohedge TIMEFRAME: short-term / medium-term

IDEA [10] TICKER: XLE (Energy ETF) / USO (Oil ETF) / GLD (Gold ETF) / LMT (Lockheed Martin) / RTX (Raytheon Technologies) DIRECTION: long THESIS: Reports of an imminent US war with Iran and Israel preparing for a scenario suggest increased geopolitical