Calls
2
Mattie Duppler
Senior Fellow for Fiscal Policy, National Taxpayers Union
Win Rate
50.0%
return
+0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 28
$64.22
+0.1%
Duppler says the AI buildout is creating massive spending and capital needs. Warsh's confidence that markets have the ability and liquidity to underwrite those needs supports continued AI infrastructure investment even as those dollars compete with federal borrowing.
Thematic ETFs
Long
Aug 28
$58.08
-0.1%
Fed Chair Warsh's key Jackson Hole message was confidence in credit availability and liquidity, not the rate path. Duppler says Warsh signaled markets can look through near-term long-bond and Treasury auction mechanics because the Fed is focused on long-term growth and sees enough credit and financial-sector strength to fund high capital needs despite federal debt above $40 trillion.
Thematic ETFs
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Mattie Duppler has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: XLF, AIQ, U.S. CREDIT MARKETS.
