Calls
5
#711
Alpha Score 45.0
Janno Lieber
Chair and CEO of the Metropolitan Transportation Authority (MTA)
Win Rate
60.0%
return
+2.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 23
$53.90
+2.4%
The Red Sea is becoming an increasingly critical chokepoint as Houthi attacks disrupt Saudi oil shipments. Iran is using the Houthis to pressure oil prices higher. With two chokepoints now at risk and inventories low, oil prices are under sustained upward pressure and the conflict shows no sign of ending.
Commodities
Long
Jul 07
$244.68
-7.9%
European NATO allies, pressured by Trump and spooked by U.S. unreliability, are diversifying defense procurement away from American contractors toward local and other non‑US suppliers, boosting European defense companies.
Thematic ETFs
Long
Feb 23
$51.63
+9.6%
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
Construction & Infrastructure
Long
Feb 23
$131.80
+11.6%
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
Construction & Infrastructure
Long
Feb 23
$174.83
-1.1%
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
Thematic ETFs
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Janno Lieber has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #711 on the Buzzberg Alpha leaderboard. Most covered: ITA, XLI, BNO.
