Сигналы
4
Jesse Felder
Редактор, The Felder Report
Винрейт
75.0%
доходность
+3.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мая
$430.96
-6.4%
Gold is a leading indicator for inflation and commodity prices. In a secular inflationary era driven by deglobalization, debt, and underinvestment, gold and precious metals should outperform financial assets.
Сырьё
Лонг
06 мая
$56.93
+7.1%
Energy stocks and oil are dramatically undervalued relative to gold, with underinvestment in production creating structural supply shortages. The capital cycle favors energy as commodity demand rises from AI and reshoring.
Тематические ETF
Лонг
04 авг
$115.67
+9.7%
The oil price is near an all-time low relative to the broader commodity complex and relative to gold and silver. Fundamental factors, geopolitical shifts, deglobalization, and inflationary dynamics all support higher oil prices. Oil is poised to move steadily higher toward an intrinsic value of over $100 per barrel, making the energy sector the most attractive in the stock market.
Сырьё
Шорт
06 мая
$86.07
+4.7%
The bond market is vulnerable to a sharp rise in long-term yields. Commodity prices are surging, which historically leads Treasury yields by ~6 months. The 10-year yield could easily break above 5%, triggering volatility in stocks and a potential recession.
Облигации и ставки
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Jesse Felder на Buzzberg отслеживается 4 торговых идей по 4 тикерам с мая 2026. Чаще всего покрывает: XLE, GOLD, TREASURY INFLATION-PROTECTED SECURITIES (TIPS).
