Calls
2
David
Win Rate
0.0%
return
-15.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 23
$86.09
-4.8%
The Fed is hawkish on current inflation but long-end bond yields have not moved dramatically, flattening the curve. If oil trends lower, inflation will moderate, and the Fed will change posture. Duration looks attractive, especially for those concerned about equity volatility.
Bonds & Rates
Short
Jun 19
$43.88
-25.7%
China's oil demand has peaked and is in structural decline, driven by EV adoption, shifting plastics production, and prior oversupply. Data explains the entire 4.6 million barrel/day drop without needing secret inventories, implying a sustained bearish outlook for oil.
Commodities
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David has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: TLT, BNO, USDA.
