Calls
17
#403
Alpha Score 60.2
Ole Hansen
Head of Commodity Strategy, Saxo Bank
Win Rate
52.9%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 03
$398.28
-7.5%
Buy gold as safe-haven demand drives a fresh bid; weekend markets already showing XAU gapping $60 above Friday's close, signaling strong near-term momentum into the open.
Buy gold as safe-haven demand drives a fresh bid; weekend markets already showing XAU gapping $60 above Friday's close, signaling strong near-term momentum into the open.
Commodities
Long
Jan 09
$70.20
+76.6%
Buy WTI crude; Iran supply disruption risk is outweighing future supply pickup scenarios, traders remain poorly positioned for a rebound, and commodity index rebalancing adds mechanical buying pressure — technical resistance just below $59 WTI, with a break targeting $60–61.
Buy WTI crude; Iran supply disruption risk is outweighing future supply pickup scenarios, traders remain poorly positioned for a rebound, and commodity index rebalancing adds mechanical buying pressure — technical resistance just below $59 WTI, with a break targeting $60–61.
Commodities
Long
Feb 03
$37.48
+1.2%
Buy copper as price recovers above $6 after a 15.5% selloff, with dual catalysts of Chinese investor buying and Chinese government announcement to expand strategic copper inventories providing a demand floor.
Buy copper as price recovers above $6 after a 15.5% selloff, with dual catalysts of Chinese investor buying and Chinese government announcement to expand strategic copper inventories providing a demand floor.
Commodities
Long
Jan 19
$81.02
-37.3%
Buy silver alongside gold as the same macro drivers — geopolitical fault lines, Iran risk, Fed independence fears, and fiscal debt-driven dollar aversion — push both metals to fresh record highs despite recent profit-taking.
Buy silver alongside gold as the same macro drivers — geopolitical fault lines, Iran risk, Fed independence fears, and fiscal debt-driven dollar aversion — push both metals to fresh record highs despite recent profit-taking.
Commodities
Long
Apr 14
$48.10
+12.8%
Middle distillates like diesel and jet fuel are in short supply because Middle East crude oil, ideal for refining these products, is not reaching refineries, driving prices up significantly in Europe and Asia.
Thematic ETFs
Long
Apr 14
$28.82
+0.6%
For investors new to commodities, starting with broad exposure through commodity ETFs is advisable due to the long-term bull market and sector rotation; the Bloomberg Commodity Index has shown strong returns.
Commodities
Long
Mar 30
$10.71
-9.1%
Buy sugar (CANE/SB_f) as a record speculative short position unwinds aggressively; the ethanol/fuel cost link to the Middle East crisis provides a fundamental catalyst on top of a historically extreme short-squeeze dynamic, with 128k contracts of forced covering already underway and 77k contracts of net short still remaining.
Buy sugar (CANE/SB_f) as a record speculative short position unwinds aggressively; the ethanol/fuel cost link to the Middle East crisis provides a fundamental catalyst on top of a historically extreme short-squeeze dynamic, with 128k contracts of forced covering already underway and 77k contracts of net short still remaining.
Commodities
Long
Mar 24
$22.52
+12.3%
Buy wheat as Persian Gulf fertilizer export disruptions force Australian farmers to cut plantings, threatening yields and tightening global wheat supply balances; nitrogen-based fertilizer scarcity is the specific transmission mechanism.
Buy wheat as Persian Gulf fertilizer export disruptions force Australian farmers to cut plantings, threatening yields and tightening global wheat supply balances; nitrogen-based fertilizer scarcity is the specific transmission mechanism.
Commodities
Short
May 28
$410.65
+10.3%
Gold has broken its 200-DMA for the first time since 2023, driven by USD strength and Treasury selloff on rising crude; technical breakdown opens path to retest March lows near $4,100, implying ~7% further downside from breach level.
Gold has broken its 200-DMA for the first time since 2023, driven by USD strength and Treasury selloff on rising crude; technical breakdown opens path to retest March lows near $4,100, implying ~7% further downside from breach level.
Commodities
Long
Apr 14
$84.85
-2.7%
Fertilizer production in the Middle East is hit because it relies on natural gas, which is in short supply due to the Strait closure, leading to high prices and reduced availability, especially during planting season.
Thematic ETFs
Long
Apr 14
$24.33
+4.8%
Higher energy prices are driving up food commodity prices through biofuel links and production costs; for example, soybean oil, sugar, and cotton have seen price increases due to ethanol production and synthetic fiber substitution.
Commodities
Long
Mar 30
$18.58
-4.3%
Buy corn as managed money longs reach 12-month highs, rising diesel and fertiliser costs risk reduced planting and lower yields, supporting a tighter supply and higher price outlook alongside the broader grains rally.
Buy corn as managed money longs reach 12-month highs, rising diesel and fertiliser costs risk reduced planting and lower yields, supporting a tighter supply and higher price outlook alongside the broader grains rally.
Commodities
Long
Mar 19
$12.56
-16.3%
Buy European/Asian nat gas exposure as the world's largest LNG export hub (Ras Laffan) faces confirmed extensive damage with a prolonged restart timeline, structurally removing a critical supply source even in a ceasefire scenario.
Buy European/Asian nat gas exposure as the world's largest LNG export hub (Ras Laffan) faces confirmed extensive damage with a prolonged restart timeline, structurally removing a critical supply source even in a ceasefire scenario.
Commodities
Long
Feb 16
$61.12
+3.6%
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Equity Indexes
Long
Feb 16
$88.70
-0.1%
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Equity Indexes
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Ole Hansen has 17 trade ideas tracked on Buzzberg across 16 tickers since January 2026. Win rate 53% across 17 evaluated calls, average return +0.5%. Ranked #403 on the Buzzberg Alpha leaderboard. Most covered: GOLD, BNO, SILVER.
