TMTB Weekly

Happy Sunday. To no one’s surprise Iran headlines continue to dominate investors attention this weekend with the Iran-backed Houthis in Yemen entering the war for the first time, firing missiles and drones at Israel and threatening to blockade the Bab al-Mandab Strait. Reports indicate Trump and team might be preparing for weeks of ground operating in Iran while Vance said we don’t plan to be there for “a year or two years.” Doesn’t sound that comforting. Oil up another 2-3% over the weekend with Crude popping above $100 now.

I couldn’t be any more bored with the war — I think many reading this think the same thing. Lots of interesting things happening in Tech right now and frustrating just sitting here twiddling thumbs running low gross/net, waiting for more clarity on Trump, ground troops, and oil. Energy names up close to 20% MTD while every chart in Tech looks to be cliff diving. Patience/defense the name of the game for us — we take solace in thinking back to last year when …