Calls
4
Jesse Felder
Editor, The Felder Report
Win Rate
75.0%
return
+3.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 06
$430.96
-6.4%
Gold is a leading indicator for inflation and commodity prices. In a secular inflationary era driven by deglobalization, debt, and underinvestment, gold and precious metals should outperform financial assets.
Commodities
Long
May 06
$56.93
+7.1%
Energy stocks and oil are dramatically undervalued relative to gold, with underinvestment in production creating structural supply shortages. The capital cycle favors energy as commodity demand rises from AI and reshoring.
Thematic ETFs
Long
Aug 04
$115.67
+9.7%
The oil price is near an all-time low relative to the broader commodity complex and relative to gold and silver. Fundamental factors, geopolitical shifts, deglobalization, and inflationary dynamics all support higher oil prices. Oil is poised to move steadily higher toward an intrinsic value of over $100 per barrel, making the energy sector the most attractive in the stock market.
Commodities
Short
May 06
$86.07
+4.7%
The bond market is vulnerable to a sharp rise in long-term yields. Commodity prices are surging, which historically leads Treasury yields by ~6 months. The 10-year yield could easily break above 5%, triggering volatility in stocks and a potential recession.
Bonds & Rates
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Jesse Felder has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: XLE, GOLD, TREASURY INFLATION-PROTECTED SECURITIES (TIPS).
