Calls
3
Roger Altman
Founder and Senior Chairman of Evercore
Win Rate
33.3%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 13
$129.81
-4.5%
The US blockade of the Strait of Hormuz will require months to pressure Iran, leading to sustained high oil prices, contradicting market expectations of a quick decline. This will impact the US economy and financial markets, supporting elevated oil prices.
Commodities
Long
Jun 29
$720.46
-3.5%
Big tech companies like Alphabet, Amazon, and Apple are strong, profitable, and fundamentally sound for the long term, avoiding a dot-com bust. Although valuations are high by historical standards and regular price corrections are expected, the underlying businesses are good and the long-term outlook remains positive.
Equity Indexes
Long
Feb 25
$693.15
+7.2%
Altman explicitly states, "The economic outlook is actually good... we're expecting two and a half to 2.75% real growth for 26... Corporate profit outlook remains good." Strong real GDP growth combined with disinflation ("ticking down") and robust corporate profits creates a fundamental backdrop for equity appreciation. Additionally, his prediction of a split Congress (Democrats winning the House) historically favors markets due to legislative gridlock. LONG US Equities to capture the projected growth and profit expansion. A resurgence in inflation or political instability if the President attempts to "subvert the election" as Altman worries.
Altman explicitly states, "The economic outlook is actually good... we're expecting two and a half to 2.75% real growth for 26... Corporate profit outlook remains good." Strong real GDP growth combined with disinflation ("ticking down") and robust corporate profits creates a fundamental backdrop for equity appreciation. Additionally, his prediction of a split Congress (Democrats winning the House) historically favors markets due to legislative gridlock. LONG US Equities to capture the projected growth and profit expansion. A resurgence in inflation or political instability if the President attempts to "subvert the election" as Altman worries.
Equity Indexes
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Roger Altman has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: BNO, SPY, QQQ.
