Calls
3
Guy Wolf
Global Head of Market Analytics
Win Rate
0.0%
return
-21.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 16
$87.94
-16.0%
"Copper and Silver have been the focal point... material trapped in the US because of fierce tariffs... causes shortages elsewhere." Tariffs act as a barrier, creating artificial scarcity in global markets (ex-US). These metals are critical for the energy transition and electronics, meaning demand is inelastic while supply is constrained by trade policy. LONG. Global industrial slowdown reducing demand.
"Copper and Silver have been the focal point... material trapped in the US because of fierce tariffs... causes shortages elsewhere." Tariffs act as a barrier, creating artificial scarcity in global markets (ex-US). These metals are critical for the energy transition and electronics, meaning demand is inelastic while supply is constrained by trade policy. LONG. Global industrial slowdown reducing demand.
Commodities
Long
Feb 16
$462.62
-20.5%
Gold has dipped below $5,000 due to profit-taking, but "drivers behind the multiyear rally remain in place including geopolitical tensions" and fears regarding fiscal debt/deficits. The current price drop is technical (profit-taking), not fundamental. The macro environment (debasement of currency, debt spirals) continues to force capital into hard assets. LONG. Treat the dip as a buying opportunity. A recession or a "crack in the debt market" which leads to capital destruction/deflation.
Gold has dipped below $5,000 due to profit-taking, but "drivers behind the multiyear rally remain in place including geopolitical tensions" and fears regarding fiscal debt/deficits. The current price drop is technical (profit-taking), not fundamental. The macro environment (debasement of currency, debt spirals) continues to force capital into hard assets. LONG. Treat the dip as a buying opportunity. A recession or a "crack in the debt market" which leads to capital destruction/deflation.
Commodities
Long
Feb 16
$69.72
-27.1%
"Copper and Silver have been the focal point... material trapped in the US because of fierce tariffs... causes shortages elsewhere." Tariffs act as a barrier, creating artificial scarcity in global markets (ex-US). These metals are critical for the energy transition and electronics, meaning demand is inelastic while supply is constrained by trade policy. LONG. Global industrial slowdown reducing demand.
"Copper and Silver have been the focal point... material trapped in the US because of fierce tariffs... causes shortages elsewhere." Tariffs act as a barrier, creating artificial scarcity in global markets (ex-US). These metals are critical for the energy transition and electronics, meaning demand is inelastic while supply is constrained by trade policy. LONG. Global industrial slowdown reducing demand.
Commodities
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Guy Wolf has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: GOLD, SILVER, COPPER.
