Calls
4
Huw van Steenis
Partner and Vice Chair, Oliver Wyman
Win Rate
25.0%
return
-11.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$25.84
-37.0%
The shift toward electrification, including data centers' growing power needs, will create real bottlenecks in copper and platinum, reinforcing demand for these commodities amid supply-chain de-risking.
Commodities
Long
Jan 26
$89.40
-2.8%
The shift toward electrification, including data centers' growing power needs, will create real bottlenecks in copper and platinum, reinforcing demand for these commodities amid supply-chain de-risking.
Commodities
Long
Jan 26
$467.10
-14.0%
Davos conversations repeatedly returned to gold as inflation nervousness rises, the gap between GDP growth and employment creates Fed dual-mandate worries, inflation expectations could rise, and a more mercantile/government-diplomacy world makes gold a safety asset; historical 1970s allocations of 15% are far above today's levels.
Commodities
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Huw van Steenis has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: COPPER, GOLD, PPLT.
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
