Calls
2
Josh Young
CIO, Bison Interests
Win Rate
50.0%
return
-0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 18
$121.67
+3.4%
Speaker states if the Strait of Hormuz closure does not resolve soon, "we should see all-time high oil prices" on an inflation-adjusted basis, referencing 2008's $147 level adjusted to "$200 plus." The Strait carries 1/5 of global crude; Iran's blockade is effective with no quick diplomatic/military solution, causing the physical market price to ratchet up 5-8% per day. The physical supply shock is severe and enduring, with price momentum signaling a continued grind higher toward historical cyclical extremes. A swift political resolution reopening the Strait, or a successful military operation to secure the passage.
Speaker states if the Strait of Hormuz closure does not resolve soon, "we should see all-time high oil prices" on an inflation-adjusted basis, referencing 2008's $147 level adjusted to "$200 plus." The Strait carries 1/5 of global crude; Iran's blockade is effective with no quick diplomatic/military solution, causing the physical market price to ratchet up 5-8% per day. The physical supply shock is severe and enduring, with price momentum signaling a continued grind higher toward historical cyclical extremes. A swift political resolution reopening the Strait, or a successful military operation to secure the passage.
Commodities
Long
May 18
$176.87
-3.9%
Small-cap US oil producers are more attractive than large-cap companies like Exxon because they trade at much lower valuations (EV/EBITDA, EV/BOE per day) and have no production shut-in exposure from the Strait of Hormuz. They can sell all their output at elevated prices, providing pure-play leverage to high oil prices.
Thematic ETFs
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Josh Young has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: BNO, XOP, US ONSHORE DRILLING & OILFIELD SERVICES.
