Calls
3
Paul Christopher
Head of Global Markets Strategy at Wells Fargo
Win Rate
66.7%
return
+3.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 20
$164.00
+3.7%
AI adoption and future earnings for expensive AI companies are uncertain, and valuations like $35 per $1 of future earnings are excessive. Instead, he favors playing the AI trend through less expensive picks-and-shovels sectors. Utilities and industrials have been favorites and remain favorites.
Thematic ETFs
Long
Jan 20
$86.66
-6.2%
He is concerned about the move in government bond yields, but sees it as a reaction to unexpected overnight events rather than a durable trend. He expects bond yields to move back into line, supporting US Treasuries from current yield levels.
Bonds & Rates
Long
Jan 20
$678.16
+12.5%
The selloff and rise in bond yields are reactions to unexpected political headlines (Greenland/tariffs, Japan budget deficit) that should fade. The durable trends are tax refunds, deregulation, Fed rate cuts, and Fed balance sheet expansion. He expects yields to move back into line and stocks to rebound, and he stays favorable on the US because it has substantial front-loaded stimulus still to be felt.
Equity Indexes
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Paul Christopher has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: SPY, XLI, TLT.
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
