Chloe Manley
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
Apr 13
$97.69
+13.0%
Miners, particularly those exposed to gold and aluminium, are moving lower in a risk-off environment where those metal prices are falling.
Other
Short
Apr 13
$7.76
-7.9%
Lufthansa faces a two-day pilot walkout, creating additional pressure on top of higher jet fuel prices from the Iran war. The airline has seen significant share volatility since the war began, and this weakness could continue due to the strike action.
Other
Long
Apr 13
$87.64
+1.5%
Hungarian stocks and the forint are gaining after Peter Magyar's election victory, which promises to bring Hungary closer to the EU and dismantle the prior authoritarian system. The index had already outperformed in anticipation, and the victory could extend those gains.
Macro
Long
Apr 13
$58.19
+0.9%
Oil and gas majors are in focus as natural gas and oil prices surge due to the failed peace agreement and Trump's threat to blockade the Strait of Hormuz. The threat itself increases the odds of miscalculation and reduces diplomatic space, putting additional pressure on oil markets, which could result in these names moving higher.
Energy
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