Hello Reader, We woke up to a war with Iran this weekend. Before I get into the markets, I want to say this first. I know a lot of you are traveling abroad right now, and many of you are from the region. If that is you, please stay safe. Take every precaution you can. Look out for each other. Now let me break down what happened, what it means for markets, and how I am positioning. Macro What Happened in Iran On Friday, markets gapped down and closed red. Traders headed into the weekend on...