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V , MA

+31 pts



$V $MA - Morgan Stanley sees upside from robust US spending, but delta variant casting some doubt on travel recovery outlook

By realjoe on July 21, 2021, 3:04 p.m.
Tagged topics: earnings preview , secular growth , fintech , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 105, Votes: 2, Responses: 0, Attachments: 15
Gold , Global Macro

+35 pts



Goldman says gold is a 'Value Buy' to hedge against risks of inflation and macro volatility

By phenphen on July 7, 2021, 9:40 a.m.
Tagged topics: macro environment , Goldman Sachs , inflation hedge

Views: 115, Votes: 2, Responses: 0, Attachments: 9
COIN

+39 pts



Goldman-hosted experts weigh in on whether crypto has become a new asset class - most say 'Yes' (deep dive)

By realjoe on May 25, 2021, 11:24 a.m.
Tagged topics: cryptocurrency , Goldman Sachs , inflation hedge , new asset class

Views: 172, Votes: 5, Responses: 0, Attachments: 38
MA , V

+33 pts



$MA, $V - Morgan Stanley raises targets for Mastercard ($418) and Visa ($258) on likely strong Q2 rebound, says they're reopening beneficiaries and inflation hedges

By ethonomics on April 20, 2021, 3:50 p.m.
Tagged topics: credit cards , secular growth , analyst raises target , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 104, Votes: 2, Responses: 0, Attachments: 16
MA , V

+1 pts





By Melyche on April 8, 2021, 12:24 a.m.
Tagged topics: valuations , fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MA , V

+1 pts





By Melyche on April 8, 2021, 12:22 a.m.
Tagged topics: fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MA , V

+32 pts



$MA, $V - RBC believes Mastercard and Visa represent the best way to invest for the potential rise in inflation

By ethonomics on April 7, 2021, 10:36 a.m.
Tagged topics: fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices

Views: 103, Votes: 2, Responses: 2, Attachments: 6