Calls
3
Lisa Shalett
Chief Investment Officer, Morgan Stanley Wealth Management
Win Rate
33.3%
return
-8.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 11
$467.63
-21.2%
Central banks are diversifying reserves, and non-dollar stablecoin issuers are buying gold to collateralize tokens. Gold is effectively diversifying portfolios against stocks (unlike Treasuries recently). The structural bid from de-dollarization and crypto-collateralization provides a floor. LONG Gold. High real rates usually pressure gold, though that correlation has broken recently.
Central banks are diversifying reserves, and non-dollar stablecoin issuers are buying gold to collateralize tokens. Gold is effectively diversifying portfolios against stocks (unlike Treasuries recently). The structural bid from de-dollarization and crypto-collateralization provides a floor. LONG Gold. High real rates usually pressure gold, though that correlation has broken recently.
Commodities
Short
Feb 11
$264.95
-11.0%
43% of the Russell 2000 is unprofitable. Small caps are "really, really low quality." They cannot make money even with nominal GDP over 5%. If the economy slows, these companies are structurally broken. The "Small Cap" trade is a trap; quality is elsewhere. SHORT Small Caps. A massive drop in interest rates could temporarily float zombie companies.
43% of the Russell 2000 is unprofitable. Small caps are "really, really low quality." They cannot make money even with nominal GDP over 5%. If the economy slows, these companies are structurally broken. The "Small Cap" trade is a trap; quality is elsewhere. SHORT Small Caps. A massive drop in interest rates could temporarily float zombie companies.
Equity Indexes
Long
Feb 11
$52.74
+6.7%
Financials sold off sharply (e.g., SCHW down 7%) on fears of AI disruption from new fintech tools. The selloff is "silly." AI tools (like tax planning) rely on data that incumbents (banks/wealth managers) own and control. The disruption threat is overstated, creating a value entry point in high-quality financials. LONG Financials (Morgan Stanley's #1 high conviction sector). Rapid adoption of AI agents actually displacing human advisors faster than expected.
Financials sold off sharply (e.g., SCHW down 7%) on fears of AI disruption from new fintech tools. The selloff is "silly." AI tools (like tax planning) rely on data that incumbents (banks/wealth managers) own and control. The disruption threat is overstated, creating a value entry point in high-quality financials. LONG Financials (Morgan Stanley's #1 high conviction sector). Rapid adoption of AI agents actually displacing human advisors faster than expected.
Thematic ETFs
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Lisa Shalett has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: GOLD, XLF, IWM.
