Calls
3
Mohit Kumar
Chief European Economist & Strategist, Jefferies
Win Rate
100.0%
return
+7.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 22
$29.51
+1.3%
Commodity-producing countries and companies benefit from higher energy prices, while commodity importers suffer, creating a relative performance divergence.
Commodities
Long
Apr 22
$707.99
+5.3%
The U.S. economy is less impacted by the Iran war and energy price shocks compared to Europe and Asia, leading to relative outperformance of U.S. equities.
Equity Indexes
Long
Apr 22
$155.97
+15.6%
The technology sector should be favored because large companies, particularly in tech, demonstrate better resilience during energy price shocks and market disruptions.
Thematic ETFs
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Mohit Kumar has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: SPY, XLK, DBC.
