Simon Marks

Bloomberg Reporter
@MarksSimon · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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WTI long +74.5%
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BNO ×1
Recent Calls
WTI long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +74.5% Long Return +74.5% Short Return -
Average Return
7d +1.4%
30d +36.7%
90d +76.3%
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Thesis
Theme
Source
Long
Feb 20
$80.85
+74.5%
"We've also seen the Tigrayans now... joined by Eritrea... supporting each other." Eritrea occupies a strategic coastline along the Red Sea (a critical global shipping choke point). Conflict involving Eritrea and Ethiopia often spills over into regional instability. Any threat to Red Sea security generally leads to a risk premium in oil and shipping rates. LONG oil as a geopolitical hedge. The conflict remains contained inland and does not impact Red Sea logistics.
"We've also seen the Tigrayans now... joined by Eritrea... supporting each other." Eritrea occupies a strategic coastline along the Red Sea (a critical global shipping choke point). Conflict involving Eritrea and Ethiopia often spills over into regional instability. Any threat to Red Sea security generally leads to a risk premium in oil and shipping rates. LONG oil as a geopolitical hedge. The conflict remains contained inland and does not impact Red Sea logistics.
Energy
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