Isaac Poole

CIO, Ascalon Capital
· tracked since May 2026
Calls
3
Win Rate
33.3%
return
-1.3%
Calls 3 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 33% Long 3 Short 0
Win Rate
7d 33%
30d 0%
90d 0%
Average Return -1.3% Long Return -1.3% Short Return -
Average Return
7d -2.0%
30d -9.7%
90d -8.1%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 19
$123.30
-5.5%
Asian equities benefit from lower yields, oil.
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
-6.3%
Long US Treasuries as yields offer value.
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
+7.9%
Oil prices set to rise.
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
Showing 3 of 3 calls · sorted by mentions

Isaac Poole has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: TLT, BNO, AAXJ.

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