Сигналы
23
#858
Альфа-оценка 32.8
Mary Ann Bartels
Главный инвестиционный стратег, Sanctuary Wealth
Винрейт
60.9%
доходность
-0.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 апр
$718.67
+6.0%
The S&P 500 is in a secular bull market driven by technology and AI, with fundamental and technical support. Sentiment is between skepticism and optimism, leaving a long runway. Long-term target is 10,000 to 13,000 by 2029-2030, and the market is likely to enter a bubble before peaking.
Фондовые индексы
Лонг
28 мая
$289.00
+0.5%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Фондовые индексы
Лонг
11 мая
$575.93
-5.3%
Semiconductors are the industry leaders in the AI buildout. Memory demand from AI is driving strong earnings, and while the sector has run vertically, investors should continue to own and wait for a pullback to buy aggressively. The group will continue to rally as NVIDIA breaks out.
Тематические ETF
Лонг
30 апр
$159.27
+15.3%
Technology and AI are the leadership of the secular bull market. Fundamentals support the trend, and the sector still has room to run given the current sentiment is not euphoric. Software and AI investments will drive the next leg of the market.
Тематические ETF
Лонг
28 мая
$89.20
+1.7%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Фондовые индексы
Лонг
28 мая
$29.65
+7.9%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Сырьё
Лонг
28 мая
$57.45
+12.8%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Тематические ETF
Лонг
28 мая
$101.22
-3.2%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Фондовые индексы
Лонг
28 мая
$92.89
+2.6%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Фондовые индексы
Лонг
02 мар
$490.00
-19.0%
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Сырьё
Лонг
02 мар
$81.57
-29.0%
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Сырьё
Лонг
03 авг
$110.88
+4.9%
International markets ex-China (Europe, Asia, emerging markets ex-China) have entered a new secular trend, driven by AI exports in Japan, defense spending in Europe, and positive earnings revisions.
Фондовые индексы
Шорт
03 авг
$58.62
+2.2%
Japanese yen is not at its long-term low; interventions only slow depreciation pace, not the trend; Japan benefits from a weaker yen for exports, expecting further depreciation.
Валюты
Лонг
03 авг
$57.13
+0.2%
A new cycle is already emerging in financials (especially banks), energy, commodities, metals, and small caps, which will take over after the tech cycle peaks.
Тематические ETF
Лонг
03 авг
$102.61
+12.9%
A new cycle is already emerging in financials (especially banks), energy, commodities, metals, and small caps, which will take over after the tech cycle peaks.
Тематические ETF
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У Mary Ann Bartels на Buzzberg отслеживается 23 торговых идей по 22 тикерам с марта 2026. винрейт 61% по 23 оцененным сигналам, средняя доходность -0.3%. #858 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SPY, SMH, IWM.
