Calls
8
#696
Alpha Score 46.5
Anne Walsh
Head of New Products, Coinbase
Win Rate
37.5%
return
+2.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$82.61
-0.6%
If the 10-year Treasury yield reaches 5%, it is a buying opportunity; if the 30-year Treasury yield reaches 6%, she would buy a lot of 30-year Treasuries because that level would offer an attractive entry point.
Bonds & Rates
Long
May 04
$60.20
-7.3%
Our base case is that oil prices stay elevated around $100 a barrel for about three months due to the extended Iran conflict and supply chain disruption from the straits closure, then gradually decline toward $80 by year-end, not round-tripping to $60.
Commodities
Long
Aug 24
$428.48
-4.3%
She prefers other parts of the infrastructure trade, especially power buildout and long-term real asset investing, over the data center buildout because data center assets carry long-term obsolescence risk.
Commodities
Long
May 04
$94.41
-2.3%
When the 10-year Treasury yield rises to 4.5% or slightly higher, that is the time to extend duration because the economy and stock market do not perform well above that level, and Fed/treasury policy will likely keep yields in a range.
Bonds & Rates
Long
May 04
$717.76
+7.7%
US equity markets have priced through the Iran conflict to fundamentals, and the US economy remains resilient and positive, supporting further upside despite elevated oil prices.
Equity Indexes
Long
Apr 21
$107.55
+9.0%
Asia equity markets stand to do very well due to AI and technology trends, and real assets like infrastructure and real estate are also good opportunities in the region.
Equity Indexes
Long
Apr 21
$55.24
-1.3%
Asia equity markets stand to do very well due to AI and technology trends, and real assets like infrastructure and real estate are also good opportunities in the region.
Thematic ETFs
Long
Apr 21
$154.69
+20.1%
AI is a huge beneficiary and a long-term trend that will take years to play out, especially as adoption broadens across other market segments, providing strong tailwinds for the technology sector.
Thematic ETFs
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Anne Walsh has 8 trade ideas tracked on Buzzberg across 8 tickers since April 2026. Ranked #696 on the Buzzberg Alpha leaderboard. Most covered: TLT, BNO, 10-YEAR U.S. TREASURY.
