The JD Vance Show!
A Special Treat For Zero Hedge Readers
During Operation Epoch Fury, a lot of Israel-haters hoped to see scenes of epic destruction in the Holy Land. Today's special video presentation, by Emily Youcis, features Israel getting destroyed by giant fascist robots, so many of you should enjoy it.
Emily is a talented and irreverent animator who is also extremely far-right politically. Some may find parts of this video offensive, so discretion is warranted. It is critical of President Trump, J.D. Vance, Secretary of War Pete Hegseth, Trump's son-in-law and special envoy Jared Kushner, Peter Thiel, and others.
Some background behind a few tropes that appear in the video:
- Peter Theil, who is a homosexual and often appears sweaty in public appearances, helped finance J.D. Vance's Senate campaign.
- Pete Hegseth is rumored to enjoy having a few drinks.
- Vance's wife is an Indian American. Some Indians eat rice and curry with their hands, rather than a fork (New York Mayor Mamdani was famously filmed doing this).
- Palantir CEO Alex Karp is known to be fond of cupcakes.
The rest is probably self explanatory. Following the video, we'll close with a brief programming note.
Pivoting To Energy After The (Fragile) Ceasefire
As regular readers may remember, on Tuesday morning, before the tentative ceasefire was announced, we placed a bet on oil dropping.
🚨 Fading Oil 🚨
— Portfolio Armor (@PortfolioArmor) April 7, 2026
A bearish bet on oil, as we anticipate the Iran war coming to an end soon.
Plus, three bullish biotech and space setups.https://t.co/Vy6g8DuYUV
During Wednesday's session, oil plummeted and non-energy stocks ripped higher, including a number in the AI chip ecosystem, that we're long from previous trades. On Wednesday night, though, four out of our system's top ten names were energy stocks, as Portfolio Armor continues to zig when the markets zag.
Later today, we're placing bullish options bets on both of them.
If you'd like a heads up in real time when we do, you can sign up for our trading Substack/occasional email list below.
And if you think the ceasefire's going to collapse, and you want to hedge against the war flaring up again, you can use our website or iPhone app to scan for the optimal hedges for that.
