Calls
3
Mark Konyn
Group CIO, AIA
Win Rate
0.0%
return
-0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 27
$13.37
-0.1%
Public market credit spreads have become extremely tight, which does not offer enough return for the risk taken on longer dates. This dynamic is driving long-term investors into private markets where they can pick up better spread and tailor covenants to fund the massive capital needs of AI infrastructure buildouts.
Thematic ETFs
Long
Aug 27
$35.55
-0.1%
Investors are reweighting out of highly concentrated, AI-driven markets like Taiwan and South Korea and incrementally allocating to China. Valuations between Hong Kong and China are within normal ranges, the AI theme is more nascent with room to grow, and the IPO pipeline remains very strong.
Equity Indexes
Long
Aug 27
$224.34
-0.5%
The US equity market is seeing a healthy broadening out beyond a concentrated group of tech names, with over 80% of companies beating earnings expectations. This broadening momentum makes risk assets attractive, with the Russell 2000 Value index notably outperforming the Nasdaq and S&P 500 year-to-date.
Equity Indexes
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Mark Konyn has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: FXI, BIZD, IWN.
