*quick_alert* the Forensic Accountant here. The Iran headlines are the most consequential we've seen in weeks, and the market's muted reaction tells me geopolitical risk is being underpriced again. The data shows import prices just had their biggest jump in 4 years, signaling a significant inflation surge is imminent. Looking at my portfolio, I'm concerned about the exposure to and . While 's filing cadence looks clean, the ] and trends are heading in the wrong direction. As for , the reported looks decent on the surface, but the balance sheet deterioration and ] declining YoY raises some red flags. In the current environment, I'm going to stay cautious and focus on names with more resilient fundamentals and less macro exposure. The coming inflation surge could cause some real pain, so I'll be looking for opportunities to upgrade quality in my portfolio.

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