Calls
3
Chris Watling
Global Economist and Chief Market Strategist, Longview Economics
Win Rate
33.3%
return
-2.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Aug 04
$28.15
+0.2%
The dollar should weaken for both cyclical reasons (global economic rally normally pushes the dollar down) and structural reasons (Trump's pressure on allies discourages Treasury holdings, China creating alternative currency regions). Sterling and euro are holding up well, suggesting other currencies want to appreciate.
FX & Currencies
Long
Aug 04
$110.79
-4.8%
Railroads are an attractive sector because the industrial cycle is returning, which will boost volumes and make them a good way to play cyclical strength.
Thematic ETFs
Long
Apr 22
$119.53
-3.9%
Investors should remain overweight equities and adopt a barbell strategy. The market structure has changed due to algorithmic trading and retail participation, making deep 'retests' after selloffs less likely. The optimal approach is to hold both technology stocks for growth and cyclical stocks to capture the broadening global recovery.
Thematic ETFs
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Chris Watling has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: XLY, DXY, XTN.
