Calls
4
Mark Mills
Win Rate
100.0%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$96.43
+0.0%
Argentina is emerging as a major player in oil, gas, and minerals, with investments already underway. Political reforms under President Milei are likely sustainable and will deliver low inflation and GDP growth, creating a stable and attractive environment for energy and mineral resource development.
Equity Indexes
Long
Jul 22
$29.88
+0.1%
A long-run commodities bull market is coming, driven by surging energy demand from AI, insufficient growth in production capacity for oil and metals, and eventual resolution of major geopolitical conflicts (Ukraine, Iran). The boom will be capped by technological efficiency and increased global competition, keeping inflation manageable.
Commodities
Long
Jul 22
$32.45
+0.8%
Commodity equities are at record low valuations relative to the market. Consolidation in mining and oil and gas sectors will boost stock prices first, followed by a rotation into commodity stocks in single-digit years as it becomes painfully obvious that supply is inadequate even for modest growth. Governments will eventually relax regulatory impediments, and capital flows will follow.
Commodities
Long
Jul 22
$131.62
+1.4%
Oil is the world's largest single commodity, and the speaker is very bullish on how the AI boom will increase demand for oil. AI-driven logistics in the oil and gas supply chain are already improving efficiency, but the fundamental importance of oil to commerce ensures sustained demand. If oil stops flowing, all commerce stops, underscoring its critical role.
Commodities
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Mark Mills has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: BNO, ARGT, DBC.
