Frank Monkam 3.7 3 ideas
After 1 day
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3/15 min ideas
After 1 week
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3/15 min ideas
After 1 month
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By sector
ETF
2 ideas
+22.7%
Stock
1 ideas
+14.3%
Top tickers (by frequency)
USO
1 ideas
100% W
+52.9%
UNG
1 ideas
0% W
-7.6%
LNG
1 ideas
100% W
+14.3%
Best and worst calls
Best calls
USO LONG
+52.9%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qa...
Mar 03
LNG LONG
+14.3%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qa...
Mar 03
UNG LONG
-7.6%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qa...
Mar 03
Worst calls
UNG LONG
-7.6%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qa...
Mar 03
LNG LONG
+14.3%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qa...
Mar 03
USO LONG
+52.9%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qa...
Mar 03
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.