Calls
4
David Savage
Editor, The Block
Win Rate
100.0%
return
+1.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$84.12
+1.2%
Defensive positioning and health care stocks outperformed last week and that trend is likely to continue as the momentum trade comes under pressure, driven by higher oil and a stronger dollar weighing on risk assets.
Thematic ETFs
Long
Jul 13
$160.84
+0.1%
A healthy rotation is underway from overconcentrated Mag7/tech into broader market sectors. Long-duration growth and technology will come under pressure as inflation risks rise and interest rates move higher, while financials, industrials, health care, and small caps benefit from broader participation.
Thematic ETFs
Short
May 29
$85.76
+1.5%
Long-term bond yields are likely to move higher in the near term because AI capex spending is boosting both inflation and growth, and unless the Fed signals a preemptive pivot, the direction of travel for yields at the long end is up.
Bonds & Rates
Long
Apr 14
$27.32
+3.7%
The U.S. dollar is set for a positive environment because the U.S. economy is more insulated from the Iran war impacts compared to Asia and Europe, and there could be a haven bid if tensions escalate further, outweighing domestic inflation and growth challenges.
FX & Currencies
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David Savage has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: JPY, TLT, DXY.
