Calls
23
#858
Alpha Score 32.8
Mary Ann Bartels
Chief Investment Strategist, Sanctuary Wealth
Win Rate
60.9%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 30
$718.67
+6.0%
The S&P 500 is in a secular bull market driven by technology and AI, with fundamental and technical support. Sentiment is between skepticism and optimism, leaving a long runway. Long-term target is 10,000 to 13,000 by 2029-2030, and the market is likely to enter a bubble before peaking.
Equity Indexes
Long
May 28
$289.00
+0.5%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Equity Indexes
Long
May 11
$575.93
-5.3%
Semiconductors are the industry leaders in the AI buildout. Memory demand from AI is driving strong earnings, and while the sector has run vertically, investors should continue to own and wait for a pullback to buy aggressively. The group will continue to rally as NVIDIA breaks out.
Thematic ETFs
Long
Apr 30
$159.27
+15.3%
Technology and AI are the leadership of the secular bull market. Fundamentals support the trend, and the sector still has room to run given the current sentiment is not euphoric. Software and AI investments will drive the next leg of the market.
Thematic ETFs
Long
May 28
$89.20
+1.7%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Equity Indexes
Long
May 28
$29.65
+7.9%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Commodities
Long
May 28
$57.45
+12.8%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Thematic ETFs
Long
May 28
$101.22
-3.2%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Equity Indexes
Long
May 28
$92.89
+2.6%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Equity Indexes
Long
Mar 02
$490.00
-19.0%
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Commodities
Long
Mar 02
$81.57
-29.0%
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Bartels states, "I think that is a new bull market" referring to metals, gold, and silver. With inflation "percolating" (ISM data) and geopolitical instability high, but Treasuries failing as a safe haven, capital needs a store of value. Precious metals fill the void left by the bond market. LONG. The classic inflation/war hedge. A soaring US Dollar could cap metal upside.
Commodities
Long
Aug 03
$110.88
+4.9%
International markets ex-China (Europe, Asia, emerging markets ex-China) have entered a new secular trend, driven by AI exports in Japan, defense spending in Europe, and positive earnings revisions.
Equity Indexes
Short
Aug 03
$58.62
+2.2%
Japanese yen is not at its long-term low; interventions only slow depreciation pace, not the trend; Japan benefits from a weaker yen for exports, expecting further depreciation.
FX & Currencies
Long
Aug 03
$57.13
+0.2%
A new cycle is already emerging in financials (especially banks), energy, commodities, metals, and small caps, which will take over after the tech cycle peaks.
Thematic ETFs
Long
Aug 03
$102.61
+12.9%
A new cycle is already emerging in financials (especially banks), energy, commodities, metals, and small caps, which will take over after the tech cycle peaks.
Thematic ETFs
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Mary Ann Bartels has 23 trade ideas tracked on Buzzberg across 22 tickers since March 2026. Win rate 61% across 23 evaluated calls, average return -0.3%. Ranked #858 on the Buzzberg Alpha leaderboard. Most covered: SPY, SMH, IWM.
