Calls
4
Joe Quinlan
Head of Market Strategy, Merrill & Bank of America
Win Rate
50.0%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 08
$773.26
-0.1%
The US economy's underlying capacity to absorb shocks and reset is underappreciated; investors should lean into any pullbacks and buy US equities, as dire predictions consistently fail to materialize.
Equity Indexes
Long
Aug 08
$52.75
-1.6%
US solar stocks have been a hidden corner of the market that has performed very well and the trade is now becoming recognized, supported by the need for all energy sources, tariffs, and geopolitical factors.
Thematic ETFs
Long
Aug 08
$250.75
+0.3%
Defense spending is a key driver of manufacturing growth as the US needs more missiles, ammunition, and munitions, fueling reindustrialization.
Thematic ETFs
Long
Aug 08
$185.18
+0.3%
There is a broader manufacturing and construction buildout beyond data centers, including foreign companies building plants and factory additions; reindustrialization is underway in the US.
Thematic ETFs
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Joe Quinlan has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: SPY, TAN, ITA.
