Calls
4
Doug Daly
Portfolio Manager, CoreCommodity Management
Win Rate
100.0%
return
+6.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 14
$89.75
+14.5%
Gold miners are enjoying a strong environment because gold prices are high, allowing miners to generate exceptional margins. Many gold miners produced triple-digit gains last year and are doing well again this year.
Thematic ETFs
Long
Aug 14
$78.36
+3.5%
Rare earths and critical materials are becoming more strategically important because China controls 90-95% of refining and a majority of materials. Countries and companies are shifting toward friend-shoring and on-shoring supply chains, supporting rare earth producers.
Thematic ETFs
Long
Aug 14
$44.91
+3.3%
Uranium miners are a good way to gain exposure to the nuclear energy trade, which is being driven by rising power demand from AI data centers and broader power infrastructure build-out.
Thematic ETFs
Long
Aug 14
$126.40
+6.4%
Oil is supported because inventories are operationally at critically low levels, China will eventually need to rebuild stockpiles, and oil companies have restrained CapEx and supply response. Around $80 oil may be complacent.
Commodities
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Doug Daly has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: URA, REMX, GDX.
