MACRO · OIL · BONDS · GEOPOLITICS
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✓ 9/9 investment calls correct during the Iran War · ✓ 45,000 views on a single post
TRACK RECORD
On February 28, 2026 — day 1 of the Iran War — we published one thesis: energy, defense, cash. Avoid growth, duration, crypto. The Fed is trapped. Oil is the master signal. 9 weeks later, while Wall Street was still revising, every single call had been confirmed by the data.
✓ Own energy stocks — Record profits
✓ Own defense stocks — +30%+
✓ Hold cash at 5%+ — Beating 90% of managers
✓ Avoid growth / tech — Nasdaq -12%
✓ Avoid crypto — BTC 6 red months
✓ Avoid long duration bonds — 30Y at 4.98%
✓ Fed is trapped — 47% hike probability
✓ Oil is the master signal — Brent $112
✓ War won’t end quickly — Week 9 and counting
9 / 9
CALLS CORRECT
Goldman revised in week 2. BofA warned in week 3. Guggenheim in week 4. Citi cut exposure in week 5. Wolfe in week 6.
Our subscribers had the playbook from day 1.
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