Сигналы
5
#957
Альфа-оценка 22.5
Tony Greer
Основатель, TG Macro
Винрейт
60.0%
доходность
-3.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
23 мая
$413.82
+2.1%
Gold is the core holding, supported by central bank buying, low volatility within an uptrend, and its role as a store of value. He uses gold as his 'bank' to rotate into other trades. Price consolidation above $4,500 is healthy, and the long-term bullish narrative remains intact.
Сырьё
Лонг
28 мая
$235.57
+0.6%
Aerospace and defense is breaking out today. Given the market's sector rotation, this area is ripe to trade higher and offers alpha opportunities for the rest of the year.
Тематические ETF
Лонг
28 мая
$51.37
+4.3%
After oil prices recede meaningfully, metals and mining stocks (including gold miners and industrial miners) will benefit from lower input costs and resume their bull market. The debasement trade is not cancelled, just waiting for oil to stop dominating attention.
Тематические ETF
Лонг
23 мая
$55.00
-8.0%
The Strait of Hormuz is permanently impaired due to the Iran conflict, and even a peace deal will not fully restore oil flows. Supply constraints, draining SPR, and maxed-out refineries will force oil prices higher, potentially spiking to $200. The flat price is suppressed by speculative disinterest, but physical tightness builds. He is long energy stocks and expects oil to grind higher.
Сырьё
Лонг
23 мая
$96.82
-18.3%
Rare earth metals will be the winning sector for the year. China has weaponized the periodic table, resource nationalism is rising, and the sector has already outperformed within mining. Scramble for supply and geopolitical tensions support further upside.
Тематические ETF
Показано 5 из 5 коллов · сортировка по упоминаниям
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У Tony Greer на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #957 в рейтинге Buzzberg Alpha. Чаще всего покрывает: GOLD, ITA, REMX.
