Calls
9
Dario Perkins
MD of Global Macro, TS Lombard
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 28
$146.76
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Dario is optimistic on global stock markets over the next six months because policy stimulus in the US, Europe, and China should revive growth, the bottom of the K-shaped economy should recover, and the consensus is underestimating that stimulus; he still sees overheating ending the cycle later.
Equity Indexes
Long
Jan 28
$40.41
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Dario sees growing pressure for China to restimulate its economy and thinks the consensus has given up on Chinese stimulus; authorities are likely willing to spend more, not in 2010s-sized splurges, creating room for positive growth surprises.
Equity Indexes
Long
Jan 28
$46.22
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Europe's defense-spending push can recreate a US-style vibrant defense industry with high-quality manufacturing, science, engineering, and technology breakthroughs, acting as a growth catalyst. France and the UK benefit most because their growth stories and consensus expectations are weak.
Equity Indexes
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Dario Perkins has 9 trade ideas tracked on Buzzberg across 12 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
