Calls
2
Eddie Fishman
Council on Foreign Relations
Win Rate
50.0%
return
-2.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 28
$236.78
+6.3%
The global rearmament trend—Japan doubling defense spending, US proposing a $1.5 trillion budget, Germany rebuilding its military—is driven by the return of geopolitical competition, creating a secular tailwind for defense stocks.
Thematic ETFs
Long
May 13
$144.15
-12.0%
Oil prices have stayed subdued due to strategic stockpile releases and Chinese reserves, but these buffers are being drained. Once inventories hit bottom, there will be a rapid and severe oil price spike, potentially to $150-200/barrel, because the Strait of Hormuz disruption is ongoing and demand destruction is being delayed.
Commodities
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Eddie Fishman has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: ITA, BNO.
