Calls
23
#418
Alpha Score 69.5
Peter Boockvar
Chief Investment Officer, BFG Wealth Partners
Win Rate
69.6%
return
+3.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 24
$29.80
+10.7%
Broadly bullish on commodities because supply disruptions and global stockpiling will keep prices elevated, leading to a higher low for commodity prices even after a ceasefire.
Commodities
Long
Aug 21
$18.83
+5.7%
The Bloomberg agriculture index is at its highest since May 2024. Peter sees the energy bull market spreading to agriculture, with high fertilizer prices forcing farmers to use less fertilizer, reducing soil nutrients and yields, and ultimately pushing crop prices higher. He cites $7 wheat, $5 corn and near $13 soybeans as levels that matter if they hold, and expects the fertilizer bull market to continue into next year.
Commodities
Long
Aug 21
$26.16
+5.1%
The Bloomberg agriculture index is at its highest since May 2024. Peter sees the energy bull market spreading to agriculture, with high fertilizer prices forcing farmers to use less fertilizer, reducing soil nutrients and yields, and ultimately pushing crop prices higher. He cites $7 wheat, $5 corn and near $13 soybeans as levels that matter if they hold, and expects the fertilizer bull market to continue into next year.
Commodities
Short
Aug 21
$27.91
-0.5%
Peter is not bullish on the dollar and has not been; he sees a major diversification in trade and capital flows that over time will be dollar negative, and the Treasury's attempt to force long rates lower risks making the dollar collateral damage. DXY is already at a three-month low.
FX & Currencies
Long
Aug 21
$25.38
+4.4%
The Bloomberg agriculture index is at its highest since May 2024. Peter sees the energy bull market spreading to agriculture, with high fertilizer prices forcing farmers to use less fertilizer, reducing soil nutrients and yields, and ultimately pushing crop prices higher. He cites $7 wheat, $5 corn and near $13 soybeans as levels that matter if they hold, and expects the fertilizer bull market to continue into next year.
Commodities
Long
Jul 15
$56.53
+5.5%
The Japanese yen is extremely undervalued at 162 per dollar, and the BOJ will eventually be forced to raise rates more aggressively, triggering repatriation of Japan's vast overseas assets. This will strengthen the yen as the dollar/yen move runs its course.
FX & Currencies
Long
Jul 14
$372.87
+6.8%
Gold and silver have been digesting their parabolic run and are being held back by higher real rates and a modest dollar rally. However, he believes real rates will not stay this high because inflation numbers will catch up, and the dollar rally is not that strong. Gold and silver will resume their bull market in the back half of the year.
Commodities
Long
Jul 14
$83.59
-0.3%
Consumer staple stocks have been beaten up and are part of the “anything else” trade that will outperform the AI tech trade. He thinks investors will need to find other things, and these defensive value plays offer opportunity.
Thematic ETFs
Long
Apr 24
$133.03
+15.8%
Crude oil will see a new floor around $85 per barrel due to sustained supply disruptions, global hoarding, and strategic reserve rebuilding, even after the war ends.
Commodities
Long
Sep 03
$10.25
-2.0%
The Bloomberg AG Index just touched its highest level since 2023, led by higher corn, wheat, and soybeans, with coffee also moving. Boockvar expects that agricultural price rise to continue and feed persistent inflation.
Commodities
Long
Aug 21
$47.65
-1.6%
Because Peter believes the dollar will ultimately end up lower, he also owns international stocks and international bonds, particularly in emerging markets, which he expects to benefit from a weaker dollar.
Bonds & Rates
Long
Aug 21
$125.70
+5.6%
The Bloomberg agriculture index is at its highest since May 2024. Peter sees the energy bull market spreading to agriculture, with high fertilizer prices forcing farmers to use less fertilizer, reducing soil nutrients and yields, and ultimately pushing crop prices higher. He cites $7 wheat, $5 corn and near $13 soybeans as levels that matter if they hold, and expects the fertilizer bull market to continue into next year.
Chemicals
Long
Aug 21
$66.62
+1.8%
Because Peter believes the dollar will ultimately end up lower, he also owns international stocks and international bonds, particularly in emerging markets, which he expects to benefit from a weaker dollar.
Equity Indexes
Long
Aug 21
$52.42
-2.8%
Peter runs about one third of his portfolio in commodities and commodity stocks because he believes this is a commodity bull run. He notes last year's precious and industrial metals rally, this year's energy bull market, and now an agricultural extension, and says he is already positioned for it.
Thematic ETFs
Long
Jul 15
$176.76
+0.2%
Japanese banks are in a sustained rally because the steep yield curve—with the BOJ slowly raising short-term rates to only 1% while long-term yields rise—is expanding net interest margins and profitability.
Equity Indexes
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Peter Boockvar has 23 trade ideas tracked on Buzzberg across 23 tickers since February 2026. Win rate 70% across 23 evaluated calls, average return +3.7%. Ranked #418 on the Buzzberg Alpha leaderboard. Most covered: DBC, CORN, BNO.
