Iron Ore 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
23:05
Oct 23
Oct 23
Bloomberg Markets
Commodities may be rolling over
McGlone says some key commodity markets have already made highs and are rolling back down, citing palladium, iron ore and corn as part of the broader boom-to-bust cycle.
Iron Ore
Iron Ore
Avoid
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10:50
Oct 16
Oct 16
Bloomberg Markets
Iron ore demand solid, prices should rise
Iron ore demand should be solid, led by China and growth in Vietnam, India, and Southeast Asia; supply is being eroded by 60-80 million tons of annual depletion and lower grades, offsetting new projects. He believes prices should be a little higher because fuel costs are pressuring marginal producers and about 10% of the market is losing money, meaning the marginal point of the curve should not be profitable and balance is needed.
Iron Ore
Iron Ore
Long
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19:14
Sep 28
Sep 28
CNBC
Tariffs enable domestic iron ore mining.
The steel tariffs make the $2.5 billion Minnesota iron ore mine economically viable and reduce U.S. reliance on iron ore pellets imported from Brazil. Unleashing the Minnesota Iron Range provides a domestic high-quality iron ore input for American steel, strengthening the supply chain.
Iron Ore
Iron Ore
Long
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About Iron Ore Investor Commentary
Across the available history and selected sources, Buzzberg tracks Iron Ore across 6 sources: 14 bullish vs 5 bearish calls from 20 authors. Historical directional balance: 38% = 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. 24 total trade ideas tracked. Latest voices: Mike McGlone, Gustavo Pimenta, Howard Lutnick.