Latest ideas and analyses related to equities

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SPY

+1 pts



thx...

By DrogLukaku on June 7, 2022, 3:15 a.m.
Tagged topics: equities , technical analysis , bofa , global equities

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

+51 pts



More signals needed to suggest a continued equity rally

By JH on June 6, 2022, 6:55 p.m.
Tagged topics: equities , technical analysis , bofa , global equities

Views: 55, Votes: 5, Responses: 1, Attachments: 1
US Macro

+35 pts



Chances of a growth scare in the next few months are growing

By ethonomics on Feb. 25, 2022, 11:31 a.m.
Tagged topics: equities , risk appetite

Views: 35, Votes: 2, Responses: 0, Attachments: 1
SPY

+35 pts



DB - Fastest Cut In Equity Positioning Since The Pandemic Began | Investor Positioning and Flows

By JH on Dec. 6, 2021, 12:34 p.m.
Tagged topics: equities , commodities , Deutsche Bank , options , russell2000 , equity strategy , bonds , cross-asset allocation

Views: 56, Votes: 3, Responses: 0, Attachments: 1
Commodities , Global Macro

+6 pts



Really useful piece on how they see value to outperform in Europe and the impact this could have on inflation and how brings to the...

By javiersb7 on Oct. 25, 2021, 4 a.m.
Tagged topics: equities , inflation fears , stagflation , portfolio strategy , bonds

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

+2 pts



It's good to see some commentary on commodity-related investments, not just equities...

By 12MeterYacht on Oct. 22, 2021, 7:13 p.m.
Tagged topics: equities , inflation fears , stagflation , portfolio strategy , bonds

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

+52 pts



Goldman recommends owning #equities and #commodities over #bonds with growing concerns of #stagflation

By ethonomics on Oct. 22, 2021, 1:05 p.m.
Tagged topics: equities , inflation fears , stagflation , portfolio strategy , bonds

Views: 204, Votes: 7, Responses: 2, Attachments: 2
US Macro

+40 pts



Goldman says nominal #interestrates have moved by 2 standard deviations, which historically implies negative returns for equities

By ethonomics on Sept. 29, 2021, 4:43 p.m.
Tagged topics: interest rates , equities , Goldman Sachs , tapering

Views: 154, Votes: 3, Responses: 0, Attachments: 2
Global Macro

+34 pts



Morgan Stanley says "Keep the faith, trust the recovery, and overweight equities"

By phenphen on Nov. 16, 2020, 1:03 p.m.
Tagged topics: post-COVID , cyclical recovery , equities

Views: 128, Votes: 6, Responses: 0, Attachments: 55
Global Macro

+30 pts



Goldman says news of a safe vaccine would drive major equity indices up 5-10%, and the USD down broadly against cyclical currencies

By puckerman17 on Nov. 8, 2020, 3:02 p.m.
Tagged topics: COVID-19 , vaccine , US Dollar , equities

Views: 103, Votes: 1, Responses: 0, Attachments: 8