Michelle Caruso-Cabrera 2.4 2 ideas
CEO of MCC Global Enterprises
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
N/A
2/15 min ideas
By sector
Commodity
1 ideas
+50.9%
ETF
1 ideas
+6.5%
Top tickers (by frequency)
XLE
1 ideas
100% W
+6.5%
WTI
1 ideas
100% W
+50.9%
Best and worst calls
Best calls
WTI LONG
+50.9%
"Iran felt a lot more stable... in 2025... Right now, in early 2026, I think that they're feeling a lot more vulnerable....
Feb 13
XLE LONG
+6.5%
"Iran felt a lot more stable... in 2025... Right now, in early 2026, I think that they're feeling a lot more vulnerable....
Feb 13
Worst calls
XLE LONG
+6.5%
"Iran felt a lot more stable... in 2025... Right now, in early 2026, I think that they're feeling a lot more vulnerable....
Feb 13
WTI LONG
+50.9%
"Iran felt a lot more stable... in 2025... Right now, in early 2026, I think that they're feeling a lot more vulnerable....
Feb 13
"Iran felt a lot more stable... in 2025... Right now, in early 2026, I think that they're feeling a lot more vulnerable... Oil prices did sustainably rise this time." In 2025, geopolitical noise didn't stick to oil prices. Now, domestic instability in Iran combined with aggressive US military signaling (aircraft carriers) creates a genuine risk to supply. A "backed into a corner" Iran is more likely to disrupt energy flows, supporting higher crude prices. LONG. Geopolitical risk premium is returning to the energy market. A quick diplomatic resolution or demand destruction from a global economic slowdown.
CEO of MCC Global Enterprises