Calls
2
Wendy Benjaminson
Senior Editor, Bloomberg
Win Rate
50.0%
return
+0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$141.31
+0.6%
After the U.S. struck IRGC targets and Iran threatened severe retaliation, the U.S. and Iran are back in tit-for-tat fighting over the Strait of Hormuz; there is no easy off-ramp to the six-month war, keeping the risk premium in crude oil elevated.
Commodities
Long
Sep 01
$225.91
-0.2%
Congress is okay with war spending and has asked for about $70 billion more; the U.S. is ramping contracts with military contractors to replenish missiles and drones used in the Iran war and for Ukraine, supporting defense contractor revenues.
Thematic ETFs
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Wendy Benjaminson has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: BNO, ITA, GLOBAL GAS PRICES.
