Сигналы
6
#852
Альфа-оценка 31.0
Jim Wiederhold
Commodity Indices Product Manager at Bloomberg
Винрейт
33.3%
доходность
+0.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
26 авг
$95.66
+0.0%
Copper has a scarcity problem against rising demand from electrification, renewables, AI data centers and broader electronic use. Supply takes 10-15 years to bring new mines online, weather disruptions are flooding mines, and LME copper is in backwardation with near-term inventory issues, supporting higher prices.
Сырьё
Лонг
26 авг
$25.52
-0.0%
Industrial metals are rotating higher after precious metals already had a multi-year run. With global growth still decent, AI and electrification demand rising, and some industrial metals coming out of bear markets, Jim still likes the industrial metals call; copper is trending higher and aluminum is following.
Сырьё
Лонг
26 авг
$421.35
+0.3%
Central bank gold buying is a strong driver: central banks bought over 1,000 tons each year from 2022 to 2024, and the latest World Gold Council survey showed more than 40% expect to increase gold holdings over the next 12 months. Central banks are price sensitive and are treating the recent pullback as a buying opportunity.
Сырьё
Лонг
26 авг
$26.71
-0.0%
Soybean oil is performing very well because the percentage of soybean oil used in the renewable fuel standard mix increased, causing market participants to chase the move higher.
Сырьё
Лонг
26 авг
$26.97
-0.2%
Wheat prices are supported by supply problems: the US wheat crop is rated the lowest since 1970, drought is hitting US and South American crop regions, Chicago and Kansas wheat are up over 25% each, and renewed attacks on commodity tankers in the Black Sea could push wheat prices higher from here.
Сырьё
Лонг
26 авг
$62.42
+0.2%
Refined petroleum products are more attractive than crude oil because crude inventories were ample but refined product inventories were scarce. It takes time and specific facilities to turn crude into products, so crack spreads are extremely high, even above 2022 levels, and could remain supported.
Тематические ETF
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Jim Wiederhold на Buzzberg отслеживается 6 торговых идей по 6 тикерам с августа 2026. #852 в рейтинге Buzzberg Alpha. Чаще всего покрывает: COPPER, XLE, GOLD.
