Latest ideas and analyses related to 2022 outlook

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AAPL , AMZN , MSFT , DIS , PLUG , RUN , AVGO , BAC , KLAC , HON , STLD , TMUS , ALK , CAT , FISV , MAXR , SLB , AES , CVE , EQT , LLY , PCOR , ALL , BYD , TMO , TRGP , AER , ASND , BBWI , BERY , BLMN , BMRN , DLB , DOW , DRVN , DXCM , EWTX , FRC , GL , HTZ , HUM , INTA , JLL , MAN , MDLZ , MHK , NMIH , NSC , OLPX , PHR , RLAY , SUM , SWTX

+1 pts





By bardia.keyhan on Dec. 8, 2021, 1:43 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Asia Tech

+41 pts



VR and AR industry - 2022 to be a breakthrough year (key trends & Asian supply chain beneficiaries)

By labjordan on Dec. 8, 2021, 1:12 p.m.
Tagged topics: deep dive , AR/VR trend , 2022 outlook

Views: 25, Votes: 6, Responses: 0, Attachments: 1
AAPL , AMZN , MSFT , DIS , PLUG , RUN , AVGO , BAC , KLAC , HON , STLD , ALK , CAT , FISV , MAXR , SLB , TMUS , AES , CVE , EQT , LLY , PCOR , ALL , BYD , TMO , TRGP , AER , ASND , BBWI , BERY , BLMN , BMRN , DLB , DOW , DRVN , DXCM , EWTX , FRC , GL , HTZ , HUM , INTA , JLL , MAN , MDLZ , MHK , NMIH , NSC , OLPX , PHR , RLAY , SUM , SWTX

+1 pts





By mohamad.mollaei301a514ba2964f1d on Dec. 8, 2021, 12:40 a.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL , AMZN , MSFT , DIS , PLUG , RUN , AVGO , BAC , KLAC , HON , STLD , ALK , CAT , FISV , MAXR , SLB , TMUS , AES , CVE , EQT , LLY , PCOR , ALL , BYD , TMO , TRGP , AER , ASND , BBWI , BERY , BLMN , BMRN , DLB , DOW , DRVN , DXCM , EWTX , FRC , GL , HTZ , HUM , INTA , JLL , MAN , MDLZ , MHK , NMIH , NSC , OLPX , PHR , RLAY , SUM , SWTX

+11 pts





By Ludens on Dec. 7, 2021, 1:59 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AER , AES , ALK , ALL , AMZN , AAPL , ASND , BAC , BBWI , BERY , BMRN , BLMN , BYD , AVGO , CAT , CVE , DXCM , DIS , DLB , DOW , DRVN , EWTX , LLY , EQT , FRC , FISV , GL , HTZ , HON , HUM , INTA , JLL , KLAC , MAN , MAXR , MSFT , MHK , MDLZ , NMIH , NSC , OLPX , PHR , PLUG , PCOR , RLAY , SLB , SWTX , STLD , SUM , RUN , TRGP , TMO , TMUS

+73 pts



Top stock picks by sector and strategy for 2022

By mooreideas on Dec. 7, 2021, 12:20 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 206, Votes: 14, Responses: 3, Attachments: 2
Global Macro , STRATEGY , US Macro

+1 pts





By Melyche on Nov. 27, 2021, 7:17 a.m.
Tagged topics: 2022 outlook

Views: 4, Votes: 1, Responses: 0, Attachments: 0
GOOGL , FB , SNAP , PINS

+3 pts





By mohamad.mollaei on Nov. 24, 2021, 6:21 p.m.
Tagged topics: digital advertising , 2022 outlook

Views: 2, Votes: 3, Responses: 0, Attachments: 0
SNAP , FB , GOOGL , PINS

+50 pts



$SNAP $FB $GOOGL $PINS - 3 bullish macro factors for online ads into 2022, but #IDFA headwinds & tough comps remain hurdles

By phenphen on Nov. 24, 2021, 4:51 p.m.
Tagged topics: digital advertising , 2022 outlook

Views: 160, Votes: 7, Responses: 1, Attachments: 1
US Macro , Global Macro , STRATEGY

+52 pts



In contrast with 2021, 2022 likely to be a year of consolidation with inflation peaking and policy getting less easy

By phenphen on Nov. 23, 2021, 12:42 p.m.
Tagged topics: 2022 outlook

Views: 108, Votes: 9, Responses: 1, Attachments: 1
AMZN , FB , NFLX , SNAP , UBER , LYFT , PTON , EXPE , BKNG , SPOT

+1 pts





By mohamad.mollaei on Nov. 17, 2021, 7:45 p.m.
Tagged topics: digital advertising , ride share , travel recovery , analyst top pick , 2022 outlook

Views: 7, Votes: 1, Responses: 0, Attachments: 0
UBER , LYFT , SNAP , FB , AMZN , PTON , NFLX , SPOT , BKNG , EXPE

+61 pts



Compelling buys for 2022 - $UBER & $LYFT benefit from increased profitability, $SNAP & $FB benefit from "mean reversion"

By ethonomics on Nov. 17, 2021, 5:40 p.m.
Tagged topics: digital advertising , ride share , travel recovery , analyst top pick , 2022 outlook

Views: 302, Votes: 10, Responses: 1, Attachments: 1
Global Macro , US Macro

+17 pts





By realmomobags on Nov. 17, 2021, 1:55 a.m.
Tagged topics: inflation fears , inventory levels , easing supply , 2022 outlook

Views: 4, Votes: 2, Responses: 0, Attachments: 0
STRATEGY , US Macro

+54 pts



Strategy for 2022 - own virus- and inflation-sensitive cyclicals, avoid high labor cost firms, buy growth stocks with high margins

By underdog on Nov. 16, 2021, 9:45 a.m.
Tagged topics: margins , cyclical recovery , inflation fears , labor shortage , 2022 outlook

Views: 162, Votes: 10, Responses: 0, Attachments: 1
Global Macro , US Macro

+1 pts





By uniqueerique on Nov. 16, 2021, 6:28 a.m.
Tagged topics: inflation fears , inventory levels , easing supply , 2022 outlook

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro , STRATEGY

+2 pts





By uniqueerique on Nov. 16, 2021, 6:27 a.m.
Tagged topics: portfolio strategy , 2022 outlook , cross-asset allocation

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Global Macro , STRATEGY

+44 pts



Own equities in Europe and Japan over Treasuries and US stocks for 2022

By phenphen on Nov. 15, 2021, 4:06 p.m.
Tagged topics: portfolio strategy , 2022 outlook , cross-asset allocation

Views: 42, Votes: 7, Responses: 1, Attachments: 1
US Macro , Global Macro

+45 pts



The great inventory build is coming, and is likely the greatest story for 2022 outlook yet untold

By phenphen on Nov. 15, 2021, 3:52 p.m.
Tagged topics: inflation fears , inventory levels , easing supply , 2022 outlook

Views: 113, Votes: 6, Responses: 2, Attachments: 1
Global Macro

+16 pts





By Supersaverguy on Nov. 10, 2021, 2:49 p.m.
Tagged topics: rate hike , commodity bull cycle , easing supply , 2022 outlook

Views: 5, Votes: 2, Responses: 0, Attachments: 0
Global Macro

+51 pts



Easing supply, structural commodity scarcity, and steady central bank hiking among the top 10 market themes for 2022

By ethonomics on Nov. 10, 2021, 11:45 a.m.
Tagged topics: rate hike , commodity bull cycle , easing supply , 2022 outlook

Views: 152, Votes: 7, Responses: 1, Attachments: 1