Calls
7
#378
Alpha Score 79.4
Mixo Das
Asia Equity Strategist, J.P. Morgan
Win Rate
85.7%
return
+21.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 16
$123.36
+25.5%
"Since the middle of last year, we've been pushing commodity as an interesting space to be in... everybody needs to have their secure supply chain. And they will be over inventory, over hoarding." With the Strait of Hormuz choked off, oil prices sustaining above $100, and supply disruptions hitting metals like aluminum and zinc, commodities are structurally supported. Furthermore, with bonds no longer diversifying equity risk (positive correlation), commodities serve as the primary portfolio hedge. LONG. Geopolitical fragmentation and supply hoarding create a multi-year tailwind for energy and materials. A sudden diplomatic resolution to the Middle East conflict or a severe global recession destroying demand.
"Since the middle of last year, we've been pushing commodity as an interesting space to be in... everybody needs to have their secure supply chain. And they will be over inventory, over hoarding." With the Strait of Hormuz choked off, oil prices sustaining above $100, and supply disruptions hitting metals like aluminum and zinc, commodities are structurally supported. Furthermore, with bonds no longer diversifying equity risk (positive correlation), commodities serve as the primary portfolio hedge. LONG. Geopolitical fragmentation and supply hoarding create a multi-year tailwind for energy and materials. A sudden diplomatic resolution to the Middle East conflict or a severe global recession destroying demand.
Commodities
Long
Mar 16
$109.03
+2.1%
"Since the middle of last year, we've been pushing commodity as an interesting space to be in... everybody needs to have their secure supply chain. And they will be over inventory, over hoarding." With the Strait of Hormuz choked off, oil prices sustaining above $100, and supply disruptions hitting metals like aluminum and zinc, commodities are structurally supported. Furthermore, with bonds no longer diversifying equity risk (positive correlation), commodities serve as the primary portfolio hedge. LONG. Geopolitical fragmentation and supply hoarding create a multi-year tailwind for energy and materials. A sudden diplomatic resolution to the Middle East conflict or a severe global recession destroying demand.
"Since the middle of last year, we've been pushing commodity as an interesting space to be in... everybody needs to have their secure supply chain. And they will be over inventory, over hoarding." With the Strait of Hormuz choked off, oil prices sustaining above $100, and supply disruptions hitting metals like aluminum and zinc, commodities are structurally supported. Furthermore, with bonds no longer diversifying equity risk (positive correlation), commodities serve as the primary portfolio hedge. LONG. Geopolitical fragmentation and supply hoarding create a multi-year tailwind for energy and materials. A sudden diplomatic resolution to the Middle East conflict or a severe global recession destroying demand.
Thematic ETFs
Long
Mar 16
$58.29
+10.8%
"Since the middle of last year, we've been pushing commodity as an interesting space to be in... everybody needs to have their secure supply chain. And they will be over inventory, over hoarding." With the Strait of Hormuz choked off, oil prices sustaining above $100, and supply disruptions hitting metals like aluminum and zinc, commodities are structurally supported. Furthermore, with bonds no longer diversifying equity risk (positive correlation), commodities serve as the primary portfolio hedge. LONG. Geopolitical fragmentation and supply hoarding create a multi-year tailwind for energy and materials. A sudden diplomatic resolution to the Middle East conflict or a severe global recession destroying demand.
"Since the middle of last year, we've been pushing commodity as an interesting space to be in... everybody needs to have their secure supply chain. And they will be over inventory, over hoarding." With the Strait of Hormuz choked off, oil prices sustaining above $100, and supply disruptions hitting metals like aluminum and zinc, commodities are structurally supported. Furthermore, with bonds no longer diversifying equity risk (positive correlation), commodities serve as the primary portfolio hedge. LONG. Geopolitical fragmentation and supply hoarding create a multi-year tailwind for energy and materials. A sudden diplomatic resolution to the Middle East conflict or a severe global recession destroying demand.
Thematic ETFs
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Mixo Das has 7 trade ideas tracked on Buzzberg across 7 tickers since February 2026. Ranked #378 on the Buzzberg Alpha leaderboard. Most covered: GOLD, XLE, BNO.
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
