Calls
2
Andrew Sarna
Portfolio Manager, Fourth Lane Partners
Win Rate
50.0%
return
-0.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$371.60
+0.5%
Gold benefits from chronic money printing, large US deficits, a fracturing world order, and G7 fiscal imbalances. Despite near-term pressure from rising real rates, the long-term case remains strong. The portfolio maintains gold exposure for capital protection.
Commodities
Long
Jul 31
$59.61
-1.9%
The energy sector is underinvested globally, geopolitical tensions add a premium, and long-term oil prices are poised to rise. The portfolio holds energy as a ‘paid to wait’ position, expecting domestic producers to rerate higher over time.
Thematic ETFs
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Andrew Sarna has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: XLE, GOLD.
