Adam Kobeissi(@TKL_Adam):When we published our first playbook on January 17th, titled the "Tariff Playbook," it received a widespread positive response and 20+ million views. But, beyond the playbook's virality, it clearly outlined our methodical approach to navigating financial markets during geopolitical conflicts under President Trump. Today, our second playbook, the "Conflict Playbook," published on March 3rd, has progressed to Step #9 of 10, tracking just slightly behind our original 4-week timeline. Over the coming weeks, we expect Step #10 to materialize. The last 38 days have only reaffirmed our view: Systematic investors are operating in what may be the most profitable market conditions in history right now.

2026.04.08 01:34

When we published our first playbook on January 17th, titled the "Tariff Playbook," it received a widespread positive response and 20+ million views. But, beyond the playbook's virality, it clearly outlined our methodical approach to navigating financial markets during geopolitical conflicts under President Trump. Today, our second playbook, the "Conflict Playbook," published on March 3rd, has progressed to Step #9# of 10, tracking just slightly behind our original 4-week timeline. Over the coming weeks, we expect Step #10# to materialize. The last 38 days have only reaffirmed our view: Systematic investors are operating in what may be the most profitable market conditions in history right now.