Calls
6
#345
Alpha Score 81.2
Jason Schenker
President and Chief Economist, Prestige Economics
Win Rate
66.7%
return
+26.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 05
$157.96
+7.4%
As supply chains split and risk rises of China being economically amputated like Russia after Ukraine, manufacturers will invest in industrial production, heavy industry, manufacturing materials, and dual-use technologies. These are big opportunities in 2026.
Thematic ETFs
Long
Jan 05
$145.35
+29.4%
There will be more opportunities in AI and technology as the technological iron curtain between the US and its allies and China and its allies falls more fully, bifurcating dual-use technology supply chains and increasing investment in strategic supply chains.
Thematic ETFs
Long
Jan 05
$23.88
+6.6%
Industrial metals demand could see upside in both halves of 2026 as global growth improves, lower rates and a weaker dollar support demand, and increased defense spending and military readiness adds to demand.
Commodities
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Jason Schenker has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #345 on the Buzzberg Alpha leaderboard. Most covered: BNO, XLI, GOLD.
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
