X @Easy

Investment Strategy - The firm is taking 3 strategic positions based on the "60 Minutes" interview with Trump [1] - The firm is heavily invested in SOY, with Paramount and Larry/Oracle being secondary, higher-risk investments [3] Investment Opportunities - SOY: Anticipates positive impact from renewed trade discussions with China and potential soybean purchases, considering it a "no brainer" below 70 cents [2] - Larry/Oracle: Speculates Trump's mention of Larry Ellison and his sons, along with David Ellison's acquisition of CBS, could positively influence the stock [2] - Paramount: Believes Trump will highlight Paramount's $16 million payment to him due to a lawsuit victory [2] Key Discussion Points - China and President Xi Jinping [3] - Venezuela [3] - Israel [3] - The U S government shutdown [3] - Immigration and use of the National Guard [3]