Calls
9
#289
Alpha Score 77.8
Mona Mahajan
Head of Investment Strategy, Edward Jones
Win Rate
100.0%
return
+12.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$57.36
+2.0%
The next leg of the AI trade will shift from infrastructure to AI adoption, bringing productivity gains to sectors like financial services, healthcare, and industrials. Portfolios should start adding exposure to these areas.
Thematic ETFs
Long
Aug 03
$162.42
+6.5%
The next leg of the AI trade will shift from infrastructure to AI adoption, bringing productivity gains to sectors like financial services, healthcare, and industrials. Portfolios should start adding exposure to these areas.
Thematic ETFs
Long
Mar 25
$165.10
+6.0%
Speaker explicitly stated, "We like sectors like industrials which will benefit from a global expansion if that plays out." A resolution to the Iran conflict would support a global economic expansion. Industrials are a cyclical sector that typically performs well during periods of broad-based economic growth. LONG because the sector is positioned as a direct beneficiary of the anticipated resumption of a global growth cycle. The geopolitical conflict does not de-escalate, preventing the anticipated global expansion.
Speaker explicitly stated, "We like sectors like industrials which will benefit from a global expansion if that plays out." A resolution to the Iran conflict would support a global economic expansion. Industrials are a cyclical sector that typically performs well during periods of broad-based economic growth. LONG because the sector is positioned as a direct beneficiary of the anticipated resumption of a global growth cycle. The geopolitical conflict does not de-escalate, preventing the anticipated global expansion.
Thematic ETFs
Long
Sep 02
$67.06
+0.8%
She remains overweight equities versus fixed income and within equities favors US large- and mid-cap equities plus emerging markets and international value as alternatives to concentrated US tech, while being more cautious on developed international markets, Europe and Japan.
Equity Indexes
Long
Sep 02
$82.08
+1.4%
She remains overweight equities versus fixed income and within equities favors US large- and mid-cap equities plus emerging markets and international value as alternatives to concentrated US tech, while being more cautious on developed international markets, Europe and Japan.
Equity Indexes
Long
Sep 02
$81.31
+1.3%
She remains overweight equities versus fixed income and within equities favors US large- and mid-cap equities plus emerging markets and international value as alternatives to concentrated US tech, while being more cautious on developed international markets, Europe and Japan.
Equity Indexes
Long
Mar 25
$110.73
+5.2%
Speaker explicitly stated she likes consumer discretionary, which "could benefit over time as oil prices decline." Lower oil prices would increase real household income and boost consumer spending power. Consumer discretionary companies see higher demand when consumers have more disposable income. LONG as the sector is a direct play on the expected mean reversion of elevated oil prices, which is a core part of the speaker's base case. Oil prices remain elevated or rise further, squeezing consumer budgets.
Speaker explicitly stated she likes consumer discretionary, which "could benefit over time as oil prices decline." Lower oil prices would increase real household income and boost consumer spending power. Consumer discretionary companies see higher demand when consumers have more disposable income. LONG as the sector is a direct play on the expected mean reversion of elevated oil prices, which is a core part of the speaker's base case. Oil prices remain elevated or rise further, squeezing consumer budgets.
Thematic ETFs
Long
Feb 28
$81.95
+73.4%
Mona explicitly states this is a "nightmare scenario" for Gulf producers (Saudi, UAE) and notes Iran has already taken "retaliatory strikes on U.S. targets in their countries." The transition from diplomatic tension to active "war" with strikes occurring on the soil of major oil producers introduces a massive geopolitical risk premium. Physical disruption to supply chains in the Strait of Hormuz is now a high-probability tail risk. LONG Energy futures and equities as a hedge against supply shocks. Quick de-escalation or US strategic reserves flooding the market to cap prices.
Mona explicitly states this is a "nightmare scenario" for Gulf producers (Saudi, UAE) and notes Iran has already taken "retaliatory strikes on U.S. targets in their countries." The transition from diplomatic tension to active "war" with strikes occurring on the soil of major oil producers introduces a massive geopolitical risk premium. Physical disruption to supply chains in the Strait of Hormuz is now a high-probability tail risk. LONG Energy futures and equities as a hedge against supply shocks. Quick de-escalation or US strategic reserves flooding the market to cap prices.
Commodities
Long
Feb 28
$55.92
+15.7%
Mona explicitly states this is a "nightmare scenario" for Gulf producers (Saudi, UAE) and notes Iran has already taken "retaliatory strikes on U.S. targets in their countries." The transition from diplomatic tension to active "war" with strikes occurring on the soil of major oil producers introduces a massive geopolitical risk premium. Physical disruption to supply chains in the Strait of Hormuz is now a high-probability tail risk. LONG Energy futures and equities as a hedge against supply shocks. Quick de-escalation or US strategic reserves flooding the market to cap prices.
Mona explicitly states this is a "nightmare scenario" for Gulf producers (Saudi, UAE) and notes Iran has already taken "retaliatory strikes on U.S. targets in their countries." The transition from diplomatic tension to active "war" with strikes occurring on the soil of major oil producers introduces a massive geopolitical risk premium. Physical disruption to supply chains in the Strait of Hormuz is now a high-probability tail risk. LONG Energy futures and equities as a hedge against supply shocks. Quick de-escalation or US strategic reserves flooding the market to cap prices.
Thematic ETFs
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Mona Mahajan has 9 trade ideas tracked on Buzzberg across 9 tickers since February 2026. Ranked #289 on the Buzzberg Alpha leaderboard. Most covered: XLF, XLI, XLV.
