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US Macro

+60 pts



Earnings Estimates Collapsing – Revisited

By Thomasidea on Sept. 25, 2022, 9:25 a.m.
Tagged topics: equity strategy

Views: 13, Votes: 5, Responses: 0, Attachments: 1
STRATEGY

+57 pts



Staples our new top sector

By Thomasidea on Sept. 25, 2022, 9:26 a.m.
Tagged topics: Asia Pacific

Views: 10, Votes: 5, Responses: 0, Attachments: 1
US Macro

+56 pts



Fed to remain hawkish, with employment and core CPI upside

By Thomasidea on Sept. 25, 2022, 9:28 a.m.
Tagged topics: American , Cross-asset

Views: 9, Votes: 4, Responses: 0, Attachments: 1
US Macro

+54 pts



Bright spot despite new lows

By Thomasidea on Sept. 25, 2022, 9:30 a.m.
Tagged topics: equity strategy

Views: 10, Votes: 5, Responses: 0, Attachments: 1
US Macro

+53 pts



Utility price freeze brings much-needed inflation relief

By Thomasidea on Sept. 25, 2022, 9:29 a.m.
Tagged topics: Cross-asset

Views: 7, Votes: 4, Responses: 0, Attachments: 1
Malaysia

+53 pts



2H22 Outlook—A safer choice

By Thomasidea on Sept. 25, 2022, 9:24 a.m.
Tagged topics: Market Strategy

Views: 6, Votes: 4, Responses: 0, Attachments: 1
STRATEGY

+53 pts



ATC 2022 Company Takeaways: Weathering the consumer demand driven downturn

By Thomasidea on Sept. 25, 2022, 9:23 a.m.
Tagged topics: Asia Technology

Views: 7, Votes: 4, Responses: 0, Attachments: 1
China

+34 pts



New report: Shanghai reopening (15)—expecting quieter holidays amid extended lockdown

By Thomasidea on Sept. 25, 2022, 9:22 a.m.
Tagged topics: Market Strategy

Views: 8, Votes: 5, Responses: 0, Attachments: 1
US Equity

+28 pts



EPS Growth Stable Despite Negative Revisions

By Thomasidea on Sept. 25, 2022, 9:20 a.m.
Tagged topics: strategy

Views: 6, Votes: 4, Responses: 0, Attachments: 1
Europe

+16 pts



EUROPEAN BANKS

By P on Sept. 25, 2022, 9:38 a.m.
Tagged topics: banking

Views: 8, Votes: 4, Responses: 0, Attachments: 1
Indonesia

+15 pts



INVEST ASEAN Indo 2022 Alive and well

By P on Sept. 25, 2022, 9:42 a.m.
Tagged topics: ASEAN

Views: 10, Votes: 3, Responses: 0, Attachments: 1
US Macro

+14 pts



Macro Monday

By RayHold on Sept. 25, 2022, 9:52 a.m.
Tagged topics: strategy

Views: 5, Votes: 2, Responses: 0, Attachments: 1
India

+14 pts



Uneven recovery, deceptive credit growth and bond index inclusion

By RayHold on Sept. 25, 2022, 9:50 a.m.
Tagged topics: equity strategy , chartbook

Views: 5, Votes: 2, Responses: 0, Attachments: 1
India

+14 pts



The risks of being in a bad neighborhood

By RayHold on Sept. 25, 2022, 9:49 a.m.
Tagged topics: Market Strategy

Views: 6, Votes: 2, Responses: 0, Attachments: 1
Europe

+14 pts



Equity Strategy Monthly Wrap – August 2022

By RayHold on Sept. 25, 2022, 9:48 a.m.
Tagged topics: equity strategy

Views: 5, Votes: 2, Responses: 0, Attachments: 1
Europe

+14 pts



Energy crisis – Fiscal put, but no quick fix for European equities

By P on Sept. 25, 2022, 9:38 a.m.
Tagged topics: equity strategy

Views: 8, Votes: 5, Responses: 0, Attachments: 1
STRATEGY

+14 pts



The Big Picture Shorts are not necessarily a good idea

By P on Sept. 25, 2022, 9:35 a.m.
Tagged topics: Cross-asset

Views: 9, Votes: 5, Responses: 0, Attachments: 1
Tech

+12 pts



Should Tech Stock Investors Be Concerned By A Strong Dollar?

By beat_the_street on Sept. 25, 2022, 12:14 p.m.
Tagged topics: US Dollar

Views: 8, Votes: 3, Responses: 0, Attachments: 0
Singapore

+13 pts



SG LUXURY GOODS CHINA MONTHLY SNAPSHOT

By P on Sept. 25, 2022, 9:37 a.m.
Tagged topics: EquityResearch

Views: 9, Votes: 4, Responses: 0, Attachments: 1
China

+13 pts



Shanghai reopening (16): August macro data showing signs of stabilisation but outlook still cloudy

By P on Sept. 25, 2022, 9:34 a.m.
Tagged topics: Market Strategy

Views: 7, Votes: 4, Responses: 0, Attachments: 1
TSLA: 3 Buy, 0 Sell, 2 Take Profit, 2 Cover Short
GOOGL: 1 Buy, 0 Sell, 5 Take Profit, 0 Cover Short
BABA: 0 Buy, 0 Sell, 3 Take Profit, 1 Cover Short
MSFT: 0 Buy, 0 Sell, 4 Take Profit, 0 Cover Short
XOM: 0 Buy, 0 Sell, 3 Take Profit, 0 Cover Short
lejooon short EMBRAC-B on 09/20/2022, 2.8%, +2 pts
fitot7 long BNTX on 09/20/2022, -2.4%, +0 pts
dhdhdh.j long RBLX on 09/21/2022, -2.4%, +0 pts
fitot7 long MRNA on 09/20/2022, -3.3%, +1 pts
fitot7 long INTC on 09/20/2022, -6.5%, +0 pts
wsissener long TSLA on 09/20/2022, -10.9%, +0 pts
bearpillow short ON on 09/09/2022, 11.4%, +11 pts
ayesha short ULTA on 09/01/2022, 7.0%, +7 pts
wsissener long SPT on 09/03/2022, 5.6%, +20 pts
lejooon short EMBRAC-B on 09/20/2022, 2.8%, +2 pts
sobrimustafa long TSLA on 08/31/2022, -0.9%, +11 pts
fitot7 long BNTX on 09/20/2022, -2.4%, +0 pts
dhdhdh.j long RBLX on 09/21/2022, -2.4%, +0 pts
wsissener long ARGX on 09/08/2022, -2.7%, +3 pts
fitot7 long MRNA on 09/20/2022, -3.3%, +1 pts
thegaurav long FSR on 09/08/2022, -3.9%, +11 pts