Michael Widmer

Head of Metals Research, Bank of America
· tracked since Jan 2026
Calls
3
Win Rate
33.3%
return
-2.7%
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 33% Long 3 Short 0
Win Rate
7d 100%
30d 67%
90d 33%
Average Return -2.7% Long Return -2.7% Short Return -
Average Return
7d +9.6%
30d +6.4%
90d -1.0%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$71.78
-17.9%
Silver catching up; strong demand, volatile risk.
Silver is catching up after years of flat prices. Low liquidity means buyers have to pay up, and demand remains good from solar panels and EVs. Speculative flows and high realized volatility are risks, but the setup remains supported.
Commodities
Long
Jan 07
$409.18
-2.7%
Gold bullish; underinvested, central banks buying.
Gold is overbought but underinvested. He has been bullish due to U.S. debt concerns, and new drivers have extended the rally. Central banks keep buying gold for reserve diversification as geopolitical fragmentation makes dollar and Treasury recycling harder, while portfolio allocations remain below optimal levels. The main risk is speculative flows and a reset in expectations.
Commodities
Long
Jan 07
$77.00
+12.4%
Copper supported by tariffs, real shortages.
U.S. tariff policy has pulled copper inventories into the U.S. and locked up metal, leaving outside markets tight. Real supply deficits and shortages support copper prices, and the move is fundamentally driven rather than purely a dislocation.
Commodities
Showing 3 of 3 calls · sorted by mentions

Michael Widmer has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: SILVER, COPPER, GOLD.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology