Situation Monitor #5: Boots On The Ground
4/4/2026 Weekly Portfolio Update
Once again a day late, this time due to travel. It’s been quite a wild week, both globally and personally. I can only imagine this Easter will have some rather somber conversations. The fact that the Artemis II mission is swept from the top of the news cycle speaks volumes about the current state of the world.
My portfolio also resembles this as pretty much all of my positions are around the Iran war now. And it’s been a great week for my portfolio as markets are converging on my recent thesis:
Iran
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