Calls
3
Michael Strain
Director of Economic Policy Studies, American Enterprise Institute
Win Rate
66.7%
return
+3.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 14
$61.97
+3.0%
AI stocks overall are not overvalued because current corporate earnings justify equity values and reasonable expectations about future earnings support those valuations.
Thematic ETFs
Long
Jul 14
$56.98
+9.8%
The US economy will vastly outperform China's over a 30-year horizon because China suffers from a severely unbalanced economy overly reliant on investment and exports, a demographic crisis from the one-child policy, and failed industrial policies like a hollow real-estate sector and an uncompetitive aircraft industry.
Thematic ETFs
Long
Jul 06
$85.46
-2.5%
He believes the Fed will not hike interest rates in 2026, contrary to the bond market which is pricing in multiple hikes. This view implies that Treasury yields may under-shoot market expectations, benefiting bond prices.
Bonds & Rates
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Michael Strain has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: XLE, TLT, AIQ.
