Calls
2
Paul Skinner
Editor, Financial Times
Win Rate
0.0%
return
-21.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 14
$215.57
-39.1%
Charter Communications is an example of a quality company that has de-levered its balance sheet over the past four or five years, making it better positioned for an environment of rising cost of capital and slowing growth.
Telecom Operators
Long
Apr 14
$128.86
-3.8%
The market is too sanguine on oil prices, which are currently discounted at $70/barrel, but the floor is about $85. This will create an inflation pulse, and central banks, most of which are running policy ahead of target, will have to react with rate hikes. The policy response will vary by country, with the ECB as an inflation-fighter likely to hike while the Fed may do nothing.
Commodities
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Paul Skinner has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: BNO, CHTR, UK 30-YEAR GILT.
