Calls
14
#80
Alpha Score 95.7
Doug Casey
Founder, International Man
Win Rate
92.9%
return
+33.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 28
$57.64
+12.0%
Geopolitical tensions in the Middle East (Iran, Israel, Houthis, Strait of Hormuz and Bab el-Mandeb) are not going away; the conflict is permanent and creates a lasting war premium on oil. With oil production costs around $80 acting as a floor, and political risk worsening, oil prices are headed higher. Oil and gas stocks are a preferred vehicle because they are cheap and not yet recognized by the market, while the oil futures market is too volatile.
Thematic ETFs
Long
Jul 28
$121.25
+27.7%
Geopolitical tensions in the Middle East (Iran, Israel, Houthis, Strait of Hormuz and Bab el-Mandeb) are not going away; the conflict is permanent and creates a lasting war premium on oil. With oil production costs around $80 acting as a floor, and political risk worsening, oil prices are headed higher. Oil and gas stocks are a preferred vehicle because they are cheap and not yet recognized by the market, while the oil futures market is too volatile.
Commodities
Long
Apr 22
$32.12
+13.2%
Commodities and commodity stocks are historically very cheap relative to the financial end of the market, so he likes to buy them as they are undervalued.
Commodities
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Doug Casey has 14 trade ideas tracked on Buzzberg across 14 tickers since February 2025. Ranked #80 on the Buzzberg Alpha leaderboard. Most covered: GDX, GOLD, DXY.
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
