If oil hits $200/barrel, I'll get this tattoo, I don't give a shit about geopolitics, I don't care who wins or loses but just watching this Trainwreck of a war unfold has been nothing short of amazing. I have printed money on a level and pace, I as a humble commodity-bull, never thought possible. Fuck your little AI computer thingy, real men get rich off war. Shout out IRGC and Houthi, y'all are the real MVP, keep it up, daddy needs a new car and maybe, just maybe, some new ink.
Full portfolio with position sizing below.