Сигналы
17
#184
Альфа-оценка 85.6
Ole Hansen
Глава стратегии по сырьевым товарам, Saxo Bank
Винрейт
76.5%
доходность
+9.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
03 янв
$398.28
-0.3%
Buy gold as safe-haven demand drives a fresh bid; weekend markets already showing XAU gapping $60 above Friday's close, signaling strong near-term momentum into the open.
Buy gold as safe-haven demand drives a fresh bid; weekend markets already showing XAU gapping $60 above Friday's close, signaling strong near-term momentum into the open.
Сырьё
Лонг
09 янв
$70.20
+101.1%
Buy WTI crude; Iran supply disruption risk is outweighing future supply pickup scenarios, traders remain poorly positioned for a rebound, and commodity index rebalancing adds mechanical buying pressure — technical resistance just below $59 WTI, with a break targeting $60–61.
Buy WTI crude; Iran supply disruption risk is outweighing future supply pickup scenarios, traders remain poorly positioned for a rebound, and commodity index rebalancing adds mechanical buying pressure — technical resistance just below $59 WTI, with a break targeting $60–61.
Сырьё
Лонг
03 фев
$37.48
+4.3%
Buy copper as price recovers above $6 after a 15.5% selloff, with dual catalysts of Chinese investor buying and Chinese government announcement to expand strategic copper inventories providing a demand floor.
Buy copper as price recovers above $6 after a 15.5% selloff, with dual catalysts of Chinese investor buying and Chinese government announcement to expand strategic copper inventories providing a demand floor.
Сырьё
Лонг
19 янв
$81.02
-28.5%
Buy silver alongside gold as the same macro drivers — geopolitical fault lines, Iran risk, Fed independence fears, and fiscal debt-driven dollar aversion — push both metals to fresh record highs despite recent profit-taking.
Buy silver alongside gold as the same macro drivers — geopolitical fault lines, Iran risk, Fed independence fears, and fiscal debt-driven dollar aversion — push both metals to fresh record highs despite recent profit-taking.
Сырьё
Лонг
14 апр
$48.10
+31.3%
Middle distillates like diesel and jet fuel are in short supply because Middle East crude oil, ideal for refining these products, is not reaching refineries, driving prices up significantly in Europe and Asia.
Тематические ETF
Лонг
14 апр
$28.82
+11.0%
For investors new to commodities, starting with broad exposure through commodity ETFs is advisable due to the long-term bull market and sector rotation; the Bloomberg Commodity Index has shown strong returns.
Сырьё
Лонг
30 мар
$10.71
+7.7%
Buy sugar (CANE/SB_f) as a record speculative short position unwinds aggressively; the ethanol/fuel cost link to the Middle East crisis provides a fundamental catalyst on top of a historically extreme short-squeeze dynamic, with 128k contracts of forced covering already underway and 77k contracts of net short still remaining.
Buy sugar (CANE/SB_f) as a record speculative short position unwinds aggressively; the ethanol/fuel cost link to the Middle East crisis provides a fundamental catalyst on top of a historically extreme short-squeeze dynamic, with 128k contracts of forced covering already underway and 77k contracts of net short still remaining.
Сырьё
Лонг
24 мар
$22.52
+25.2%
Buy wheat as Persian Gulf fertilizer export disruptions force Australian farmers to cut plantings, threatening yields and tightening global wheat supply balances; nitrogen-based fertilizer scarcity is the specific transmission mechanism.
Buy wheat as Persian Gulf fertilizer export disruptions force Australian farmers to cut plantings, threatening yields and tightening global wheat supply balances; nitrogen-based fertilizer scarcity is the specific transmission mechanism.
Сырьё
Шорт
28 мая
$410.65
+3.3%
Gold has broken its 200-DMA for the first time since 2023, driven by USD strength and Treasury selloff on rising crude; technical breakdown opens path to retest March lows near $4,100, implying ~7% further downside from breach level.
Gold has broken its 200-DMA for the first time since 2023, driven by USD strength and Treasury selloff on rising crude; technical breakdown opens path to retest March lows near $4,100, implying ~7% further downside from breach level.
Сырьё
Лонг
14 апр
$84.85
+2.8%
Fertilizer production in the Middle East is hit because it relies on natural gas, which is in short supply due to the Strait closure, leading to high prices and reduced availability, especially during planting season.
Тематические ETF
Лонг
14 апр
$24.33
+14.2%
Higher energy prices are driving up food commodity prices through biofuel links and production costs; for example, soybean oil, sugar, and cotton have seen price increases due to ethanol production and synthetic fiber substitution.
Сырьё
Лонг
30 мар
$18.58
+9.4%
Buy corn as managed money longs reach 12-month highs, rising diesel and fertiliser costs risk reduced planting and lower yields, supporting a tighter supply and higher price outlook alongside the broader grains rally.
Buy corn as managed money longs reach 12-month highs, rising diesel and fertiliser costs risk reduced planting and lower yields, supporting a tighter supply and higher price outlook alongside the broader grains rally.
Сырьё
Лонг
19 мар
$12.56
-15.4%
Buy European/Asian nat gas exposure as the world's largest LNG export hub (Ras Laffan) faces confirmed extensive damage with a prolonged restart timeline, structurally removing a critical supply source even in a ceasefire scenario.
Buy European/Asian nat gas exposure as the world's largest LNG export hub (Ras Laffan) faces confirmed extensive damage with a prolonged restart timeline, structurally removing a critical supply source even in a ceasefire scenario.
Сырьё
Лонг
16 фев
$61.12
+8.6%
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Фондовые индексы
Лонг
16 фев
$88.70
+2.3%
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Hansen observes an "aggressive rotation" where investors are moving "away from the US stock market" because the "Mag 7 are basically flat on the year." The US market priced in AI perfection too early. Capital is now flowing into undervalued jurisdictions that were previously ignored, specifically Emerging Markets and recovering sectors in Europe. Long non-US equities to capture the rotation flow. A global recession would likely hurt EM/Europe more than the US due to the dollar smile theory.
Фондовые индексы
Показано 15 из 17 коллов · сортировка по упоминаниям
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У Ole Hansen на Buzzberg отслеживается 17 торговых идей по 16 тикерам с января 2026. винрейт 76% по 17 оцененным сигналам, средняя доходность +9.3%. #184 в рейтинге Buzzberg Alpha. Чаще всего покрывает: GOLD, BNO, SILVER.
