Calls
3
Brij Khurana
Portfolio Manager, Wellington Management
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 27
$475.35
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Because the Fed is replacing Treasury bills with reserves while its balance sheet may need hedging, and the dollar is weakening, Brij says investors should buy inflationary assets such as gold and stocks.
Commodities
Short
Jan 27
$26.42
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He sees a weaker-dollar setup: the administration would welcome a weaker dollar, especially versus the yen and Korean won, and recent intervention hints, Fed-chair uncertainty, and Fed balance-sheet operations all reinforce the weaker-dollar/reflation narrative.
FX & Currencies
Long
Jan 27
$52.25
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Brij favors long-dated inflation bonds because the market is pricing a Goldilocks growth/stimulus scenario for the next six months, but beyond that the path is less certain; he says there are two ways to win by buying long-dated inflation bonds.
Bonds & Rates
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Brij Khurana has 3 trade ideas tracked on Buzzberg across 5 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
