Latest ideas and analyses related to economic recovery

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China

+33 pts



China - Worst Looks to be Over, Recovery Likely Bumpy

By realjoe on May 3, 2022, 11:18 a.m.
Tagged topics: economic recovery , Xi Jin Ping , Politburo

Views: 30, Votes: 1, Responses: 0, Attachments: 2
TSM

+14 pts



I agree with your assessment that TSM(C) is undervalued but it's hard to compare a foundry to other semis outside of intel (etc). If you're...

By JH on April 26, 2022, 12:18 a.m.
Tagged topics: economic recovery

Views: 3, Votes: 2, Responses: 0, Attachments: 0
TSM

+23 pts



TSMC is by far the most undervalued company in the stock market right now. Apple, Nvidia, AMD, all wouldn’t be the behemoths they are today...

By bagek38640@topyte.com on April 25, 2022, 7:09 p.m.
Tagged topics: economic recovery

Views: 50, Votes: 5, Responses: 1, Attachments: 0
EWG

+31 pts



German Ifo surprises in April

By KHUN on April 25, 2022, 9:19 a.m.
Tagged topics: economic recovery

Views: 25, Votes: 2, Responses: 0, Attachments: 1
TSM

+37 pts



Taiwan production dives amid power failure

By KHUN on April 25, 2022, 9:19 a.m.
Tagged topics: economic recovery

Views: 34, Votes: 3, Responses: 2, Attachments: 1
SPY

+10 pts



Great data, thanks for posting this. It makes me a little more bullish. I hadn’t kept track of how much market multiples had collapsed, but...

By realmomobags on March 19, 2022, 6:48 a.m.
Tagged topics: economic recovery

Views: 2, Votes: 1, Responses: 0, Attachments: 0
SPY

+56 pts



U.S. Equity Strategy The “R” Word

By KHUN on March 18, 2022, 8:29 a.m.
Tagged topics: economic recovery

Views: 90, Votes: 10, Responses: 1, Attachments: 1
VGK

+33 pts



European Economics: Implications of the Russia-Ukraine conflict for the European economy

By KHUN on Feb. 27, 2022, 4:36 p.m.
Tagged topics: economic recovery

Views: 37, Votes: 2, Responses: 0, Attachments: 1
CME

+37 pts



$CME A Number Of Positive Catalysts For CME Group

By Btam on Jan. 25, 2022, 2:30 a.m.
Tagged topics: inflation , economic recovery , new products

Views: 42, Votes: 5, Responses: 0, Attachments: 1
SPY

+9 pts



Omicron to be less severe than expected, but will slow the 4Q 2021 and 1Q 2022 GDP figures. Chaotic domestic policy will be a headwind...

By 12MeterYacht on Jan. 13, 2022, 12:23 p.m.
Tagged topics: valuations , global economic slowdown , economic recovery

Views: 5, Votes: 2, Responses: 0, Attachments: 0
SPY

+38 pts



US Economy Notes: Rough start to a solid year

By KHUN on Jan. 13, 2022, 1:46 a.m.
Tagged topics: valuations , global economic slowdown , economic recovery

Views: 57, Votes: 5, Responses: 1, Attachments: 1
Global Macro

+33 pts



SEAN, Korea & Taiwan Economics: Themes for 2022: It's Not Stagflation. It's Steady-State Expansion

By phenphen on Jan. 4, 2022, 2:36 p.m.
Tagged topics: economic recovery , stagflation

Views: 42, Votes: 2, Responses: 0, Attachments: 1
US Macro

+35 pts



Nowcasting the Recovery: A Look Back at 2021 Forecasts

By ethonomics on Jan. 3, 2022, 1:17 p.m.
Tagged topics: economic recovery

Views: 41, Votes: 3, Responses: 0, Attachments: 1
SPY

+45 pts



Global Strategist Comments On Omicron

By Btam on Dec. 24, 2021, 7:23 a.m.
Tagged topics: COVID-19 , economic recovery , omicron variant

Views: 102, Votes: 9, Responses: 0, Attachments: 1
China

+44 pts



China should see stronger than expected economic recovery in 2022 as policy shifts from tightening to easing

By phenphen on Nov. 23, 2021, 12:36 p.m.
Tagged topics: economic recovery

Views: 189, Votes: 8, Responses: 0, Attachments: 1
IFN

+36 pts



India's 2022 Economic Outlook

By Btam on Nov. 12, 2021, 7:39 p.m.
Tagged topics: India , macro environment , economic recovery

Views: 60, Votes: 3, Responses: 0, Attachments: 1
Food & Drinks

+34 pts



OLO worth looking at this level

By skybridge on Oct. 26, 2021, 11:04 a.m.
Tagged topics: buying opportunity , economic recovery , buy the dip

Views: 39, Votes: 2, Responses: 0, Attachments: 0
Oil and Gas

+44 pts



Goldman says oil demand reaching pre-Covid levels, likely to surprise consensus to upside

By ethonomics on Oct. 25, 2021, 10:30 a.m.
Tagged topics: travel recovery , economic recovery , strong demand , dirty energy

Views: 183, Votes: 7, Responses: 0, Attachments: 2
Global Macro

+1 pts



Thanks...

By uniqueerique on Oct. 22, 2021, 4:18 p.m.
Tagged topics: COVID-19 , economic recovery , capex cycle

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

+38 pts



Morgan Stanley expects capex to lead the global recovery from COVID

By josiebe on Oct. 22, 2021, 1:13 p.m.
Tagged topics: COVID-19 , economic recovery , capex cycle

Views: 75, Votes: 2, Responses: 1, Attachments: 2