Calls
5
#451
Alpha Score 75.4
William White
Senior Fellow, C.D. Howe Institute; former Head of Monetary and Economic Department, BIS
Win Rate
80.0%
return
+25.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$112.28
-0.9%
Mitigation and electrification require a new supply chain based on metals rather than fossil fuels, but mines take around 20 years to build. Slow supply response and rising investment demand create a durable metals supply-demand gap.
Thematic ETFs
Long
Jan 07
$45.59
+41.6%
The long period of benign energy supply is reversing. Adaptation and mitigation are costly, supply chains are fragile, and there is no easy way out of coming supply-side shortages, implying persistent upward pressure on energy costs and prices.
Thematic ETFs
Long
Nov 08
$368.31
+8.1%
As China and other investors reduce US dollar holdings and worry about fiscal dominance, inflation, and reserve weaponization, gold becomes an alternative reserve/store-of-value asset; White cites increased Chinese gold buying and the surge in gold prices as evidence of this shift.
Commodities
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William White has 5 trade ideas tracked on Buzzberg across 5 tickers since November 2025. Ranked #451 on the Buzzberg Alpha leaderboard. Most covered: GOLD, DXY, XLE.
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
