How Hedge Funds Pre-Positioned for the Iran War: Eight Weeks of Oil, Gold, Defense, Tankers, Airlines, and Yen — Documented From CFTC Filings to Kpler Intelligence
Eight weeks of systematic accumulation. One Saturday night. A decade’s worth of alpha compressed into 48 hours.
The bombs fell at approximately 9:45 AM Tehran time on Saturday, February 28, 2026 — the first kinetic strikes hitting their targets in the morning, by design, to catch Iranian air defense operators off guard. By the time the first US-Israeli strikes were confirmed, the most important trades of the year were already weeks old — accumulated quietly in CF…
