TheValueist(@TheValueist):$VLO $FCX $FRO The potential HALO 3 Amigos. I am still thinking through whether this is the defining basket for this trade: refined products, copper/gold mining, energy shipping.

TheValueist

@TheValueist

Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.

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TheValueist@TheValueist

2026.08.23 05:34

$VLO $FCX $FRO The potential HALO 3 Amigos. I am still thinking through whether this is the defining basket for this trade: refined products, copper/gold mining, energy shipping.