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***Most read for the week*** Since we published this we had a bunch of conversations on this with folks. Call us if interested.. Our first deep-dive: Transportadora de Gas del Sur (TGS). Rough first week for…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are free of charge. However,…

…which was ironic, because it was in the ‘Most Hated’ bucket in LHP6 (the prior iteration). In any case, we will close LHP7 next Friday, April 10th, in-line with our two week respective time horizons….

Within we provide our updated Model Portfolio marks as of ~11AM ET on Thursday April 2nd. The Model Portfolio is up ~780bps since inception on January 9th 2026. There are 40 Longs vs. 31 Shorts….