Beacon Global Strategies Managing Director 1.9 2 ideas
Guest Analyst (Former Special Assistant to George W. Bush)
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By sector
Commodity
1 ideas
+50.9%
ETF
1 ideas
-0.9%
Top tickers (by frequency)
ITA
1 ideas
0% W
-0.9%
WTI
1 ideas
100% W
+50.9%
Best and worst calls
Best calls
WTI LONG
+50.9%
The analyst states regarding a strike on Iran: "I think we will do it again... President has already said that he is pai...
Feb 14
ITA LONG
-0.9%
The analyst states regarding a strike on Iran: "I think we will do it again... President has already said that he is pai...
Feb 14
Worst calls
ITA LONG
-0.9%
The analyst states regarding a strike on Iran: "I think we will do it again... President has already said that he is pai...
Feb 14
WTI LONG
+50.9%
The analyst states regarding a strike on Iran: "I think we will do it again... President has already said that he is pai...
Feb 14
The analyst states regarding a strike on Iran: "I think we will do it again... President has already said that he is painted into a corner... I think he will hit... ballistic missile sites." A kinetic strike on Iran, specifically targeting missile sites, guarantees a geopolitical risk premium. This benefits defense contractors (replacing munitions) and drives oil prices higher due to Strait of Hormuz fears. LONG. War positioning is required given the "locked and loaded" rhetoric. Diplomatic de-escalation or the administration bluffing to force a deal.
Guest Analyst (Former...