Everything points to the USA wanting regime change in Venezuela.

At the moment, however, they haven't gathered enough troops to carry out a land invasion and I don't think this is likely, I think the US will mainly rely on air strikes and small sabotage/special operations and use PMCs. Therefore I am still very bullish on $CACI (-1,42 %) .

Venezuela also has oil reserves, some of which have been produced by $CVX (-4,31 %) part of the reason why the US wants regime change is the issue of this oil and therefore I think it is potentially a good investment. $CVX (-4,31 %) also potentially a good investment, as well as of course a position in $3LOI (-4,11 %) .

But the idea that I find most interesting so far is that it's not really being discussed much in the markets yet, so there could be a big increase in volatility, so I think it's very interesting. $VIXL (-0,27 %) also very interesting.

It is to be expected that major operations will only be carried out towards the end of November - December, due to the hurricane / typhoon season.