Beacon Global Strategies Managing Director

Guest Analyst (Former Special Assistant to George W. Bush)
@michaelallenJMA · tracked since Feb 2026
Calls
2
Win Rate
50.0%
return
+31.2%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
WTI Long +65.1%
Worst Calls
ITA Long -2.8%
Most Mentioned
ITA ×1
BNO ×1
Recent Calls
WTI Long 5 months ago
ITA Long 5 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d 50%
Average Return +31.2% Long Return +31.2% Short Return -
Average Return
7d +4.4%
30d +25.0%
90d +43.5%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
ITA iShares ... iShares U.S. Aerosp...
Long
Feb 14
$234.87
-2.8%
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.
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.
Thematic ETFs
YOUTUBE
WTI West Tex... West Texas Intermed...
Long
Feb 14
$76.22
+65.1%
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.
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.
Commodities
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Showing 2 of 2 calls · sorted by mentions

Beacon Global Strategies Managing Director has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: ITA, BNO.