Calls
1
David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Win Rate
100.0%
return
+8.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Apr 02
$134.75
+8.0%
Kelly explicitly stated that the current oil issue is temporary, oil prices will fade over the year, and inflation will decline to 2% by year-end due in part to lower oil prices. He expects geopolitical agreements, particularly with Iran, to increase oil supply from the Persian Gulf, reducing price pressures as temporary factors dissipate. SHORT direction on oil because prices are anticipated to decrease from elevated levels, making bearish positions on oil assets potentially profitable. If geopolitical tensions escalate or agreements fail to materialize, oil supply could remain constrained, keeping prices high or causing further increases.
Kelly explicitly stated that the current oil issue is temporary, oil prices will fade over the year, and inflation will decline to 2% by year-end due in part to lower oil prices. He expects geopolitical agreements, particularly with Iran, to increase oil supply from the Persian Gulf, reducing price pressures as temporary factors dissipate. SHORT direction on oil because prices are anticipated to decrease from elevated levels, making bearish positions on oil assets potentially profitable. If geopolitical tensions escalate or agreements fail to materialize, oil supply could remain constrained, keeping prices high or causing further increases.
Commodities
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David Kelly has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: BNO.
