**Sunday Recap & Portfolio Discussion
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Housekeeping: Hartnett plus some extras will be out at noon today. Have a good one
I. Market Recap and Structural Context (approx. 00:03–00:21)
A. Friday’s Price Action and Volatility Shock
* Description of the “jaw-dropping” move and why it stands out historically
* Comparison to prior market dislocations (1990s scandals, 2008–2011, Brexit, etc.)
* Emphasis on unprecedented speed and range compression/expansion in metals
B. Open Interest Collapse as the Core Signal
* Short-term vs multi-year COMEX open…
The skinny
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