JK

John Kartsonas 5.0 4 ideas

Managing Editor, CoinDesk
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
SEA LONG $17.23 Apr 15
BWET LONG $116.93 Apr 15
BWET LONG $157.65 Apr 13
BDRY LONG $11.01 Apr 13
By sector
ETF
4 ideas
Top tickers (by frequency)
BWET 2 ideas
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SEA 1 ideas
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BDRY 1 ideas
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▶ YouTube The Manager Behind the Best-Performing ETF of 2026
Shipping sector offers uncorrelated diversification.
Shipping is a very uncorrelated asset class that does not correlate with other assets like Federal Reserve policy, inflation, or GDP growth; it provides global diversification for a portfolio and can produce significantly high returns, as evidenced by BWET and previously BDry.
SEA HIGH Bloomberg Markets Apr 15, 15:16
John Kartsonas
Managing Editor, CoinDesk
▶ YouTube The Manager Behind the Best-Performing ETF of 2026
Tanker ETF benefits from supply-demand dynamics.
The tanker market performs well during periods of strong demand or constrained supply; the Breakwave Tanker Shipping ETF (BWET) offers a leveraged play in energy because transportation costs are a small percentage of oil prices, leading to high leverage during price moves, especially with geopolitical events like the Middle East conflict.
BWET HIGH Bloomberg Markets Apr 15, 15:16
John Kartsonas
Managing Editor, CoinDesk
▶ YouTube Inside the $20T ETF Industry, 'QQQ' Competition Heats Up | ETF IQ 4/13/2026
Shipping ETFs are uncorrelated assets with high returns.
Bullish on shipping ETFs like BWET and BDRY as they are uncorrelated assets that can produce high returns, especially in current geopolitical conditions with supply-demand dynamics in tanker shipping.
BWET BDRY HIGH Bloomberg Markets Apr 13, 19:31
John Kartsonas
Managing Editor, CoinDesk
John Kartsonas (Managing Editor, CoinDesk) | 4 trade ideas tracked | BWET, SEA, BDRY | YouTube | Buzzberg