#305
Alpha Score 59.6
SantiagoAuFund
CEO, Santiago Capital / Host, Milkshakes Podcast
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 05
$27.48
+1.3%
The author is bullish on the US Dollar due to persistent, non-yield-sensitive foreign demand driven by a need for stability and utility not found in local currencies.
The author is bullish on the US Dollar due to persistent, non-yield-sensitive foreign demand driven by a need for stability and utility not found in local currencies.
Macro
Long
Mar 06
$56.57
+3.8%
The US energy sector is strategically positioned to benefit from global market fragmentation due to its advanced refining capacity for North American heavy crude.
The US energy sector is strategically positioned to benefit from global market fragmentation due to its advanced refining capacity for North American heavy crude.
Energy
Long
Mar 05
$26.41
+1.8%
An ongoing energy crisis will lead to lower crop yields, creating a food supply crisis and driving agricultural commodity prices higher in the medium term.
An ongoing energy crisis will lead to lower crop yields, creating a food supply crisis and driving agricultural commodity prices higher in the medium term.
Other
Showing 5 of 5 picks · sorted by mentions
Choose a mentions count to open ticker posts.