Calls
6
#695
Alpha Score 62.0
Thomas Mayer
Founding Director, Flossbach von Storch
Win Rate
66.7%
return
+10.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 28
$92.99
+1.1%
Argentina is an interesting turnaround case under President Milei. The country was a basket case, but radical market-oriented reforms, a balanced budget, reduced central bank money creation, and comprehensive deregulation have produced signs of recovery; he hopes the success continues.
Equity Indexes
Long
May 28
$108768.00
-29.6%
Some investors treat Bitcoin as insurance against inflation and geopolitical risks, and it has performed well. He would include a small Bitcoin allocation alongside gold to hedge those risks, but frames it as a modest portfolio component.
Crypto Assets
Long
May 28
$303.81
+31.0%
Gold is an insurance asset against rising inflation risk and geopolitical risks. Government debt is out of control in many countries, central banks may be pressured to tolerate higher inflation, and there are trade-war and hot-war risks; he would hold gold in the portfolio as a hedge.
Commodities
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Thomas Mayer has 6 trade ideas tracked on Buzzberg across 6 tickers since May 2025. Ranked #695 on the Buzzberg Alpha leaderboard. Most covered: BTC, VT, SPY.
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
