Calls
3
Bob Sheehan
Founder, Lighthouse Macro
Win Rate
100.0%
return
+5.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Jun 29
$87.36
+6.1%
Supply dynamics, term premium, the fiscal doom loop, and reduced foreign buying will push long-end Treasury yields higher over the longer term, making long-duration bonds unattractive.
Bonds & Rates
Long
Jun 29
$84.71
+1.4%
With the Fed put dead and less forward guidance, uncertainty rises, prompting a more defensive equity posture. Healthcare and consumer staples are shorter-duration equities that should benefit in this muddied environment where things are less clear.
Thematic ETFs
Long
Jun 29
$160.34
+9.1%
With the Fed put dead and less forward guidance, uncertainty rises, prompting a more defensive equity posture. Healthcare and consumer staples are shorter-duration equities that should benefit in this muddied environment where things are less clear.
Thematic ETFs
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Bob Sheehan has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: TLT, XLV, XLP.
