Calls
3
Isaac Poole
CIO, Ascalon Capital
Win Rate
0.0%
return
-10.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 19
$123.30
-7.9%
Asian equities (ex-Japan) should perform relatively well as longer-dated yields move lower and oil comes off its peaks, creating a historically favorable environment; relative valuation and absolute fundamentals support the region.
Equity Indexes
Long
Jun 19
$86.75
-4.3%
US 10-year Treasury yields above 4% historically offer good returns; the Fed is done easing and unlikely to hike further, making duration attractive for the next six months, with the intention to jawbone long-end yields lower.
Bonds & Rates
Long
May 15
$143.00
-19.6%
Oil prices are being held artificially lower than they would otherwise be because China has been reducing exports, but as the Strait of Hormuz remains closed, imbalances will show through; producer price inflation already shows this coming through, and eventually economic fundamentals will become too clear to ignore, leading to higher oil prices.
Commodities
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Isaac Poole has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: BNO, TLT, AAXJ.
