Russell Napier

Independent Financial Market Strategist, Financial Historian, Author
· tracked since Jan 2026
Calls
6
Win Rate
-
return
-
Calls 6 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate - Long 6 Short 0
Win Rate
7d
30d
90d
Average Return - Long Return - Short Return -
Average Return
7d
30d
90d
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P&L
Thesis
Theme
Source
Long
Jan 30
$24.73
-
Inflation cycle lifts commodity prices.
Technology and AI can lower some prices, but they do not defeat inflation in aggregate because inflation is largely a monetary phenomenon. In an inflationary cycle, money creation creates distribution effects: some prices fall, but others rise, and commodity prices tend to rise in a volatile fashion.
Commodities
Long
Jan 30
$87.86
-
UK and European re-rating not over.
UK and European equity markets are cheap relative to the US, and UK-oriented businesses trade at huge discounts to the broader market. Despite strong 2025 performance, public and institutional sentiment remains pessimistic and the reweighting out of US assets has barely begun, so the re-rating is likely not over, particularly in the UK.
Equity Indexes
Long
Jan 30
$46.27
-
UK and European re-rating not over.
UK and European equity markets are cheap relative to the US, and UK-oriented businesses trade at huge discounts to the broader market. Despite strong 2025 performance, public and institutional sentiment remains pessimistic and the reweighting out of US assets has barely begun, so the re-rating is likely not over, particularly in the UK.
Equity Indexes
Showing 3 of 6 calls · sorted by mentions

Russell Napier has 6 trade ideas tracked on Buzzberg across 8 tickers since January 2026.

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