GNR SPDR S&P Global Natural Resources ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:00
Nov 06
Nov 06
Forward Guidance
Materials and resources survive tech unwind.
Tony thinks natural resources and commodities will survive the AI and tech unwind while tech reprices. He wants to stay bullish on basic materials and natural resources, along with E&P and gold miners, as the trade for the last two months of the year. Industrials would get a lift if oil fell sharply.
14:00
Sep 25
Sep 25
Meb Faber Show
Buy undervalued scarce commodities below incentive prices.
People underappreciate and misanalyze scarcity: commodities are a tiny part of indexes, many trade below the incentive price needed to bring on new supply, and only commodities get modeled with prices falling versus a rising dollar. He favors undervalued commodities that must rise if supply is to keep up.
08:08
Sep 19
Sep 19
Bloomberg Odd Lots
AI buildout boosts power and resources
The AI infrastructure buildout is creating demand and activity in natural resources and power generation, not just technology, because those industries are also experiencing a surge tied to building the infrastructure for AI.
About GNR Investor Commentary
Across the available history and selected sources, Buzzberg tracks GNR (SPDR S&P Global Natural Resources ETF) across 8 sources: 8 bullish vs 0 bearish calls from 10 authors. Historical directional balance: 80% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Tony Greer, Dave Iben, Gene Sykes.