Calls
4
Tony Greer
Founder, TG Macro
Win Rate
25.0%
return
-10.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 28
$235.57
+1.7%
Aerospace and defense is breaking out today. Given the market's sector rotation, this area is ripe to trade higher and offers alpha opportunities for the rest of the year.
Thematic ETFs
Long
May 28
$51.37
-1.1%
After oil prices recede meaningfully, metals and mining stocks (including gold miners and industrial miners) will benefit from lower input costs and resume their bull market. The debasement trade is not cancelled, just waiting for oil to stop dominating attention.
Thematic ETFs
Long
May 23
$55.00
-23.2%
The Strait of Hormuz is permanently impaired due to the Iran conflict, and even a peace deal will not fully restore oil flows. Supply constraints, draining SPR, and maxed-out refineries will force oil prices higher, potentially spiking to $200. The flat price is suppressed by speculative disinterest, but physical tightness builds. He is long energy stocks and expects oil to grind higher.
Commodities
Long
May 23
$96.82
-17.7%
Rare earth metals will be the winning sector for the year. China has weaponized the periodic table, resource nationalism is rising, and the sector has already outperformed within mining. Scramble for supply and geopolitical tensions support further upside.
Thematic ETFs
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Tony Greer has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: ITA, REMX, XLB.
