Calls
6
#1043
Alpha Score 50.5
Paul Taubman
Founder, Chairman, and CEO of PJT Partners
Win Rate
83.3%
return
+6.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 11
$55.02
+6.9%
We're dealing with a war where energy prices have spiked. All of a sudden, commodity costs are through the roof... you're seeing choke points in the supply and transport of energy. The market is mispricing geopolitical tail risks. Ongoing global hostilities and supply chain choke points will maintain a structural bid under energy equities as supply remains constrained and transport costs rise. LONG energy producers as a hedge against mispriced geopolitical volatility and supply chain disruptions. A sudden peaceful resolution to global conflicts or a severe macroeconomic recession could cause a sharp drop in energy demand and prices.
We're dealing with a war where energy prices have spiked. All of a sudden, commodity costs are through the roof... you're seeing choke points in the supply and transport of energy. The market is mispricing geopolitical tail risks. Ongoing global hostilities and supply chain choke points will maintain a structural bid under energy equities as supply remains constrained and transport costs rise. LONG energy producers as a hedge against mispriced geopolitical volatility and supply chain disruptions. A sudden peaceful resolution to global conflicts or a severe macroeconomic recession could cause a sharp drop in energy demand and prices.
Oil & Gas
Long
Mar 11
$190.49
+9.9%
We're dealing with a war where energy prices have spiked. All of a sudden, commodity costs are through the roof... you're seeing choke points in the supply and transport of energy. The market is mispricing geopolitical tail risks. Ongoing global hostilities and supply chain choke points will maintain a structural bid under energy equities as supply remains constrained and transport costs rise. LONG energy producers as a hedge against mispriced geopolitical volatility and supply chain disruptions. A sudden peaceful resolution to global conflicts or a severe macroeconomic recession could cause a sharp drop in energy demand and prices.
We're dealing with a war where energy prices have spiked. All of a sudden, commodity costs are through the roof... you're seeing choke points in the supply and transport of energy. The market is mispricing geopolitical tail risks. Ongoing global hostilities and supply chain choke points will maintain a structural bid under energy equities as supply remains constrained and transport costs rise. LONG energy producers as a hedge against mispriced geopolitical volatility and supply chain disruptions. A sudden peaceful resolution to global conflicts or a severe macroeconomic recession could cause a sharp drop in energy demand and prices.
Oil & Gas
Long
Mar 11
$56.73
+13.3%
We're dealing with a war where energy prices have spiked. All of a sudden, commodity costs are through the roof... you're seeing choke points in the supply and transport of energy. The market is mispricing geopolitical tail risks. Ongoing global hostilities and supply chain choke points will maintain a structural bid under energy equities as supply remains constrained and transport costs rise. LONG energy producers as a hedge against mispriced geopolitical volatility and supply chain disruptions. A sudden peaceful resolution to global conflicts or a severe macroeconomic recession could cause a sharp drop in energy demand and prices.
We're dealing with a war where energy prices have spiked. All of a sudden, commodity costs are through the roof... you're seeing choke points in the supply and transport of energy. The market is mispricing geopolitical tail risks. Ongoing global hostilities and supply chain choke points will maintain a structural bid under energy equities as supply remains constrained and transport costs rise. LONG energy producers as a hedge against mispriced geopolitical volatility and supply chain disruptions. A sudden peaceful resolution to global conflicts or a severe macroeconomic recession could cause a sharp drop in energy demand and prices.
Thematic ETFs
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Paul Taubman has 6 trade ideas tracked on Buzzberg across 6 tickers since March 2026. Ranked #1043 on the Buzzberg Alpha leaderboard. Most covered: XLE, CVX, OXY.
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
