Lee Klaskow

Senior Freight Transport Analyst, Bloomberg Intelligence
@LogisticsLee · tracked since Mar 2026
Calls 1 6 Posts tracked · 0.1/day
Calls
7d 0
30d 0
90d 0
Best Calls
USO long +56.4%
Worst Calls
No live losers yet
Most Mentioned
BNO ×1
Recent Calls
USO long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +56.4% Long Return +56.4% Short Return -
Average Return
7d +17.4%
30d +52.9%
90d +50.2%
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Thesis
Theme
Source
USO United S... United States Oil Fund
Long
Mar 03
$90.20
+56.4%
"People want oil. They're going to have to pay to get it." The root cause of the shipping disruption is the conflict involving Iran (a major oil proxy). The speaker explicitly links the chaos to the necessity of paying premiums for energy security. Long Oil via ETF as the primary beneficiary of the geopolitical risk premium. Demand destruction from a global recession outweighs supply fears.
"People want oil. They're going to have to pay to get it." The root cause of the shipping disruption is the conflict involving Iran (a major oil proxy). The speaker explicitly links the chaos to the necessity of paying premiums for energy security. Long Oil via ETF as the primary beneficiary of the geopolitical risk premium. Demand destruction from a global recession outweighs supply fears.
Energy
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