Carol Massar 3.1 97 ideas
Anchor, Bloomberg
After 1 day
60%winrate
+1.3% avg
53W / 35L · 88/89 ideas
After 1 week
41%winrate
-0.2% avg
34W / 49L · 83/89 ideas
After 1 month
41%winrate
-1.3% avg
25W / 36L · 61/89 ideas
Recent positions
TickerDirEntryP&LDate
By sector
Stock
71 ideas
-2.6%
ETF
19 ideas
+0.4%
Commodity
4 ideas
+14.7%
Crypto
1 ideas
equity
1 ideas
sector
1 ideas
-22.4%
Top tickers (by frequency)
XLE
4 ideas
100% W
+8.1%
NVDA
2 ideas
—
—
HIMS
2 ideas
0% W
-12.9%
NVO
2 ideas
0% W
-5.3%
GOLD
2 ideas
0% W
-6.8%
Best and worst calls
Best calls
USO LONG
+42.3%
"WTI up 7%... Gold up 1%... big pop in aluminum prices... commodity dependent on the Straits of Hormuz." Supply chain ch...
Mar 02
WTI LONG
+36.2%
Heightened geopolitical risks are sending stocks lower, while Oil (WTI) is jumping and Gold (XAU) is hovering near key l...
Feb 19
MRVL LONG
+22.3%
Marvell Technology (MRVL) is up 18% on the day. The company explicitly stated that year-over-year revenue growth will ac...
Mar 06
Worst calls
COIN SHORT
-44.1%
Coinbase missed estimates on Transaction Revenue ($983M vs $1.02B) and Subscription Revenue. The stock is down in after-...
Feb 12
SOC LONG
-22.4%
"President Trump... preparing to invoke a Cold war era power to pave the way for renewed oil production off the southern...
Mar 11
ITB LONG
-17.9%
30-year mortgage rates fell 6% (relative decline) for the first time since 2022. Housing affordability has been the prim...
Feb 26
Insurers providing private Medicare Advantage plans rose after the U.S. agreed to boost 2027 payments by almost 2.5% more than the initial proposal. The rate increase may allow companies to expand margins next year if they continue reducing benefits and managing expenses. Positive for stock prices due to improved revenue outlook and relief from federal cost-cutting pressures. If companies fail to effectively manage expenses or benefit reductions, margin expansion might not materialize.
Anchor, Bloomberg
Shares fell on news that three key executives are leaving the company, including the chief marketer. Leadership departures create uncertainty around strategic direction and execution, potentially affecting business performance. Bearish due to management instability and the risk of operational disruption. New executives might integrate smoothly, or the departures could have minimal impact on operations.
TTD
Bloomberg Markets
Apr 07, 20:20
Anchor, Bloomberg
Shares fell on reports of engineering challenges delaying the foldable phone, but later reports indicated it remains on track for a late 2024 launch. Conflicting news creates uncertainty around product development timelines and potential market impact. Worth monitoring for clarity on launch execution and its ability to drive new revenue streams. If delays are confirmed, stock could face further pressure; if launched successfully, it could boost growth.
AAPL
Bloomberg Markets
Apr 07, 20:20
Anchor, Bloomberg
Shares dropped after a large fire at a distribution center in Ontario, California, with arson charges filed. The fire disrupts supply chain operations, likely leading to inventory losses, repair costs, and potential sales delays. Negative for stock due to immediate operational and financial headwinds. Damage might be limited, or insurance could cover losses, mitigating the impact.
KMB
Bloomberg Markets
Apr 07, 20:20
Anchor, Bloomberg
Stock rose after Anthropic confirmed plans to work with Broadcom and Google, with its revenue run rate topping $30 billion. Partnership with a high-growth AI startup accelerates demand for Broadcom's cloud services and reinforces its position in the AI sector. Bullish due to increased business potential and alignment with growing AI infrastructure needs. Anthropic's growth may slow, or partnership benefits might not be as substantial as expected.
AVGO
Bloomberg Markets
Apr 07, 20:20
Anchor, Bloomberg
McCormick stock fell more than 6% after Unilever agreed to combine its food business with McCormick in a $44.8B deal. McCormick is paying $15.7B in cash and $29.1B in stock, leaving Unilever shareholders with 65% of the combined entity. The market reacted negatively to the deal's terms, which involve significant dilution (issuing $29.1B in stock) and ceding majority control (65%) to Unilever's shareholders, potentially questioning the strategic benefits for McCormick. SHORT due to an immediate, negative price reaction to the announced merger terms, suggesting investor disapproval or concern. Synergies are larger than expected, or the combined entity achieves dominant market positioning that justifies the dilution.
MKC
Bloomberg Markets
Mar 31, 20:23
Anchor, Bloomberg
The entire S&P Energy Index fell by more than 1%, with declines in ExxonMobil, Chevron, and others. This occurred after Iran's president's comments on ending the war. The prospect of peace reduces geopolitical risk premium and potential supply disruptions, leading to lower expected oil prices, which is a direct negative for energy stock valuations. SHORT as the sector was the clear outlier in a broad market rally, selling off explicitly on the same news that boosted other cyclicals. The conflict intensifies or supply constraints persist, pushing oil prices higher despite diplomatic rhetoric.
XLE
Bloomberg Markets
Mar 31, 20:23
Anchor, Bloomberg
Marvell Technology was the top gainer in the Nasdaq 100, up almost 13%, after Vedere took a $2B stake. The companies agreed to collaborate on silicon photonics for AI chips and networking. Nvidia was also up about 5.6%. The strategic investment and collaboration on advanced, efficiency-boosting technology (silicon photonics) is a significant positive catalyst for both companies, driving immediate and substantial buying interest. LONG due to a clear, news-driven re-rating and strong performance in the session, indicating market endorsement of the partnership's value. Collaboration fails to produce commercial results or competitive pressures intensify.
Anchor, Bloomberg
The S&P super composite airline index rose almost 6%, with American Airlines up 5.5% and Delta up 5.25%. The move followed Iran's president suggesting a will to end the war. The geopolitical comment sparked hopes for lower energy prices, which would reduce a major cost for airlines, and a potential return to normal travel patterns, boosting revenue. LONG as the sector experienced a broad, sharp rally directly tied to a potential positive macro catalyst for its business model. The conflict does not de-escalate, oil prices remain high or rise further, or travel demand weakens independently.
JETS
Bloomberg Markets
Mar 31, 20:23
Anchor, Bloomberg
Carol Massar reported a rally in aluminum stocks following attacks on Middle Eastern facilities, citing a JPMorgan analyst note that said the "fundamental outlook for aluminum [is] notably bullish" as supply risks outweigh demand destruction. Geopolitical supply disruptions are creating a bullish fundamental setup for the metal, directly benefiting producers like Alcoa, Century Aluminum, and Rio Tinto. The analyst's explicit "notably bullish" call, combined with the cited geopolitical catalyst and subsequent stock price gains (7-8%), supports a LONG view on the named aluminum equities. A rapid de-escalation of geopolitical tensions or a significant drop in global aluminum demand would undermine the supply-driven thesis.
Anchor, Bloomberg
The Technology sector was listed among the day's worst performers, down heavily and weighed down by the 'Mag Seven' stocks. The sector is highly sensitive to rising interest rates (which pressure valuations) and was a primary source of funds for the broader market sell-off. SHORT as the sector is exhibiting clear relative weakness in a risk-off environment driven by macro and geopolitical concerns. A sharp dovish pivot from the Fed or a resolution of geopolitical tensions could trigger a rapid rebound in growth stocks.
XLK
Bloomberg Markets
Mar 26, 21:24
Anchor, Bloomberg