Looking at today's headlines and my portfolio positioning, I see a critical disconnect forming. The Data: - (https://www.marketwatch.com/story/oil-prices-drop-after-trump-tries-to-reassure-traders-that-peace-deal-is-coming-c28af17b?mod=mw_rss_topstories), and oil prices are already rolling over - My $CVE position is up 9.3% on geopolitical premium, but the geopolitical event itself (Iran war risk) is being de-risked in real-time - $XOM post

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