Calls
3
Marco Papic
Chief Strategist, Clocktower Group
Win Rate
100.0%
return
+4.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 01
$30.12
+0.0%
Commodities are a key beneficiary of the multipolar world and high nominal GDP growth environment. Investors should own broad commodities as a way to diversify away from tech and capture real-asset demand.
Commodities
Long
Jun 01
$57.41
+6.3%
US energy companies are highly competitive, drill domestically, and have almost no geopolitical risk. In a multipolar world with high nominal GDP growth, energy stands out as a comparative advantage for America and should be added to portfolios.
Thematic ETFs
Long
Jun 01
$172.02
+8.0%
A multipolar world with high nominal GDP growth means investors should own industrial sectors that benefit from physical buildout, infrastructure, and capex. Industrials are one of the few sectors that should outperform tech over the next 5 years.
Thematic ETFs
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Marco Papic has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: XLE, XLI, DXY.
