Сигналы
4
Doug Daly
Portfolio Manager, CoreCommodity Management
Винрейт
100.0%
доходность
+6.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
14 авг
$89.75
+14.5%
Gold miners are enjoying a strong environment because gold prices are high, allowing miners to generate exceptional margins. Many gold miners produced triple-digit gains last year and are doing well again this year.
Тематические ETF
Лонг
14 авг
$78.36
+3.5%
Rare earths and critical materials are becoming more strategically important because China controls 90-95% of refining and a majority of materials. Countries and companies are shifting toward friend-shoring and on-shoring supply chains, supporting rare earth producers.
Тематические ETF
Лонг
14 авг
$44.91
+3.3%
Uranium miners are a good way to gain exposure to the nuclear energy trade, which is being driven by rising power demand from AI data centers and broader power infrastructure build-out.
Тематические ETF
Лонг
14 авг
$126.40
+6.4%
Oil is supported because inventories are operationally at critically low levels, China will eventually need to rebuild stockpiles, and oil companies have restrained CapEx and supply response. Around $80 oil may be complacent.
Сырьё
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Doug Daly на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: URA, REMX, GDX.
