Calls
3
Danny Dayan
Founder & CIO, DWD Partners; Macro Musings author
Win Rate
33.3%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 06
$78.21
+12.8%
Supply chain disruptions and demand for data centers make copper a critical commodity in short supply. It is likely to outperform as a real asset play.
Commodities
Long
May 06
$28.37
-1.7%
Agriculture commodities such as sugar and wheat are in short supply due to supply chain issues and are needed in the economy. They offer a long opportunity.
Commodities
Long
May 06
$144.17
-12.0%
Oil is a critical supply shock that could lead to much higher prices if the disruption persists. He recommends hedging portfolios with oil upside exposure to protect against the inflationary and growth impacts.
Commodities
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Danny Dayan has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: COPPER, BNO, VIX.
