Сигналы
12
#653
Альфа-оценка 48.3
Joe Weisenthal
Соведущий, Odd Lots (Bloomberg)
Винрейт
50.0%
доходность
+2.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 мар
$29.17
-19.7%
An energy crisis stemming from a war in the Middle East will accelerate the global transition to renewables, benefiting China's dominant green technology sectors.
An energy crisis stemming from a war in the Middle East will accelerate the global transition to renewables, benefiting China's dominant green technology sectors.
Фондовые индексы
Лонг
01 мар
$81.95
+56.7%
The outperformance of Saudi Aramco against the wider Saudi index signals that escalating geopolitical tensions are likely to cause a spike in oil prices.
The outperformance of Saudi Aramco against the wider Saudi index signals that escalating geopolitical tensions are likely to cause a spike in oil prices.
Сырьё
Лонг
15 апр
$694.92
+10.7%
Stocks are broadly higher as positive market sentiment drives a rally across major indices.
Фондовые индексы
Лонг
20 мар
$35.43
+0.2%
A major geopolitical event (war in Iran) is accelerating a structural, long-term shift away from oil and towards Chinese technology, creating a tailwind for Chinese tech assets.
A major geopolitical event (war in Iran) is accelerating a structural, long-term shift away from oil and towards Chinese technology, creating a tailwind for Chinese tech assets.
Фондовые индексы
Лонг
16 мар
$233.12
+0.0%
Ongoing conflict is depleting US defense stockpiles, which will necessitate increased procurement and production, benefiting defense contractors.
Ongoing conflict is depleting US defense stockpiles, which will necessitate increased procurement and production, benefiting defense contractors.
Тематические ETF
Шорт
11 мар
$9.09
-32.2%
The tweet highlights that
Рынки капитала
Лонг
11 мар
$29.50
-20.0%
The ongoing war in Iran is causing significant supply disruptions for key agricultural inputs like urea, leading to a fertilizer crisis and surging prices.
The ongoing war in Iran is causing significant supply disruptions for key agricultural inputs like urea, leading to a fertilizer crisis and surging prices.
Химпром
Шорт
09 мар
$671.30
-14.6%
S&P futures drop 2%
Фондовые индексы
Лонг
06 мар
$87.97
+24.1%
$IGV is green
Тематические ETF
Лонг
02 мар
$248.93
+13.4%
The ongoing war will create a positive catalyst for US LNG exporters, likely due to shifting global energy demands and supply chain re-routing.
The ongoing war will create a positive catalyst for US LNG exporters, likely due to shifting global energy demands and supply chain re-routing.
Нефть и газ
Лонг
01 мар
$66973.26
+17.0%
A talent drain from crypto to AI will act as a headwind for the sector, but Bitcoin is positioned to be the most resilient and will likely outperform other crypto assets.
A talent drain from crypto to AI will act as a headwind for the sector, but Bitcoin is positioned to be the most resilient and will likely outperform other crypto assets.
Криптоактивы
Лонг
24 фев
$22.00
-11.0%
The UAE's economy and markets have matured beyond the "emerging" classification, suggesting a structural re-rating of its assets is warranted as more stable capital flows in.
The UAE's economy and markets have matured beyond the "emerging" classification, suggesting a structural re-rating of its assets is warranted as more stable capital flows in.
Фондовые индексы
Показано 12 из 12 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Joe Weisenthal на Buzzberg отслеживается 12 торговых идей по 11 тикерам с января 2026. #653 в рейтинге Buzzberg Alpha. Чаще всего покрывает: BNO, KGRN, SPY.
