// Food Shock Thesis Timeline — from 2026-02-28

Phase 1 — NOW
Fertilizer & Diesel Constraints
Months 1–3  ·  Play: CF, NTR, MOS
Phase 2
Crop Yield Shortfalls
Months 6–9  ·  Play: WEAT, CORN, DBA
Phase 3
Food Inflation Spike
Months 9–12  ·  Play: ADM, BG, PDBA
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MONITORING
⚡ VIX BELOW 20 — Hedge buying opportunity. Consider VIXY / TAIL positions.

Food Shock Portfolio Tracker

// Thesis: Santiago Capital  ·  Post-ceasefire delayed energy→fertilizer→food transmission  ·  Start: 2026-02-28

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Run python fetch_prices.py to populate tracker.csv.
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