Marc Seidner
Managing Director, PIMCO
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 01
$94.87
-0.5%
US 10-year Treasuries at 4.4% offer a compelling yield in a high-quality, intermediate duration fixed income portfolio. With inflation moderating, real yields are attractive and provide a strong source of income and total return.
Macro
Long
May 01
$18.32
-9.9%
A broad-based, actively managed commodity portfolio can hedge geopolitical and supply chain risks, provide diversification, and capture elevated risk premiums in commodity spreads. Investors are underweight commodities.
Energy
Long
May 01
$111.39
-1.8%
10-year TIPS paying a 2% real yield provide a straightforward inflation hedge and attractive real income, especially given potential supply chain disruptions and geopolitical risks.
Macro
Showing 3 of 3 picks · sorted by mentions
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Marc Seidner has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: IEF, TIP, AUSTRALIAN 10-YEAR GOVERNMENT BONDS.
