Calls
2
Lee Klaskow
Senior Freight Transport Analyst, Bloomberg Intelligence
Win Rate
100.0%
return
+19.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 24
$312.04
+0.6%
FedEx is well positioned after spinning off its truckload business to focus on its core parcel operations; second-half revenue growth is forecast at 17-20%, even though near-term model confusion and post-outperformance profit-taking are creating a pullback.
Freight & Logistics
Long
Mar 03
$90.20
+39.2%
"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.
Commodities
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Lee Klaskow has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: FDX, BNO.
