Calls
3
Mark Zandi
Chief Economist, Moody's Analytics
Win Rate
33.3%
return
+0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 29
$128.60
-3.6%
Oil and gasoline prices are set to rise sharply if the geopolitical conflict continues, with oil potentially reaching $125/barrel and gasoline $5/gallon, due to inventory drawdowns and fading strategic petroleum reserves. This would push the already fragile economy into recession.
Commodities
Long
May 29
$105.00
+14.2%
Oil and gasoline prices are set to rise sharply if the geopolitical conflict continues, with oil potentially reaching $125/barrel and gasoline $5/gallon, due to inventory drawdowns and fading strategic petroleum reserves. This would push the already fragile economy into recession.
Commodities
Long
Feb 18
$119.59
-9.5%
A bipartisan housing bill passed that includes the "elimination of the permanent chassis for manufactured housing," which Zandi highlights as "really important" for the supply of 100k+ units/year. This is a specific regulatory unlock that lowers costs and removes friction for the manufactured housing sub-sector. Unlike demand-side subsidies (which just inflate prices), this supply-side reform directly benefits the volume and margins of builders focusing on low-to-middle income housing. LONG Homebuilders (specifically those with manufactured housing exposure). Rising interest rates could dampen mortgage demand regardless of supply-side improvements.
A bipartisan housing bill passed that includes the "elimination of the permanent chassis for manufactured housing," which Zandi highlights as "really important" for the supply of 100k+ units/year. This is a specific regulatory unlock that lowers costs and removes friction for the manufactured housing sub-sector. Unlike demand-side subsidies (which just inflate prices), this supply-side reform directly benefits the volume and margins of builders focusing on low-to-middle income housing. LONG Homebuilders (specifically those with manufactured housing exposure). Rising interest rates could dampen mortgage demand regardless of supply-side improvements.
Thematic ETFs
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Mark Zandi has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: BNO, XHB, UGA.
