Calls
4
Greg Sharenow
Portfolio Manager, PIMCO
Win Rate
0.0%
return
-2.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 04
$28.88
-2.0%
Over the last seven years of rolling supply shocks, commodities have provided the greatest diversification with equity-like returns. Allocating to commodities is an easy way to build portfolio resilience in a volatile environment.
Commodities
Long
Aug 04
$9.94
-1.4%
Europe is not rebuilding gas inventories this summer and will enter winter with the lowest coverage in decades. LNG flows are also vulnerable due to Strait of Hormuz risks, creating a precarious situation with greater upside risk than oil in coming months.
Commodities
Long
Aug 04
$122.96
-6.5%
The global oil market is in a physical deficit, evidenced by people paying premiums for immediate delivery. Strait of Hormuz disruptions and resilient demand support prices, while a supply glut is far off and political risks have a long tail.
Commodities
Long
Aug 04
$58.88
-0.6%
Refined product markets are trading at record premiums and showing real physical constraints. This is where the real stress is and where consumers are being hit, signaling persistent tightness.
Thematic ETFs
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Greg Sharenow has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: XLE, BNO, UNG.
