Calls
6
#1437
Alpha Score 29.9
Stephanie Roth
Chief Economist, Wolfe Research
Win Rate
50.0%
return
-0.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 16
$81.24
+0.0%
The market prices too many hikes: the three main drivers of above-trend inflation (geopolitics and oil, the chip shortage, and tariffs) are rolling off, core PCE is tracking near 2.2-2.3%, and seasonal effects plus upcoming data revisions should make inflation look better, so the Fed will not deliver as many hikes as are priced and front-end yields are too high.
Bonds & Rates
Long
Aug 20
$82.26
-1.1%
Treasury buybacks cannot solve the fundamental supply-demand problem. The real issues are an unclear Fed reaction function and hot data. Stephanie Roth expects economic dynamics to change into the future, which should bring relief to Treasury yields; she also says the prior day's move in Treasuries was too big and markets have reversed it, with rates needing other drivers to change to come down.
Bonds & Rates
Long
Aug 07
$164.85
+2.1%
Earnings growth is broadening beyond mega-cap tech, with strong performance in financials, industrials, and health care. Investors need diversification into these cyclical areas to capture the next leg higher.
Thematic ETFs
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Stephanie Roth has 6 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #1437 on the Buzzberg Alpha leaderboard. Most covered: TLT, XLF, XLI.
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
