Getting all oiled up (Episode 76- Full Show 23OCT25)

Government still shut down with no end in sight. More Trump investments likely coming in this subsector. META laying off AI workers. Is this another warning sign? Oil pops on EU and US sanctions against Russian oil companies. Made some moves in the portfolio. One big sale and a big add. Also pulled down my shorts a little bit. Looking at Intel, Honeywell, Newmont Mining, Freeport MacMoran, and Proctor & Gamble on the watchlist.