Latest ideas and analyses related to strategy

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
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
China

+11 pts



Fed delivered its third straight 75 basis points increase and signaled more aggressive hikes ahead

By RayHold on Sept. 25, 2022, 9:44 a.m.
Tagged topics: strategy

Views: 4, Votes: 2, Responses: 0, Attachments: 1
Global Macro

+12 pts



Global Strategy Weekly The two Ys (yen and yuan) are set to deliver an Earnie Shavers knock-out punch

By Thomasidea on Sept. 25, 2022, 9:21 a.m.
Tagged topics: strategy

Views: 5, Votes: 3, 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
UK

+11 pts



Strategy Mini-budget provides boost but at what cost?

By RayHold on Sept. 23, 2022, 11:20 a.m.
Tagged topics: strategy

Views: 3, Votes: 2, Responses: 0, Attachments: 1
US Macro

+55 pts



Bank CEO Hearings Continue; P2P Payments, Overdraft Fees Under Scrutiny

By Thomasidea on Sept. 23, 2022, 10:47 a.m.
Tagged topics: strategy

Views: 9, Votes: 3, Responses: 0, Attachments: 1
US Macro

+11 pts



Bank CEO Hearing Previews Oversight Priorities of Republican House

By P on Sept. 22, 2022, 11:08 a.m.
Tagged topics: strategy

Views: 4, Votes: 2, Responses: 0, Attachments: 1
US Macro

+11 pts



FTC and DOJ Stepping Up Antitrust Enforcement

By P on Sept. 22, 2022, 11:07 a.m.
Tagged topics: strategy

Views: 3, Votes: 2, Responses: 0, Attachments: 1
UK

+53 pts



A narcissist signs a report

By Thomasidea on Sept. 22, 2022, 10:56 a.m.
Tagged topics: strategy

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

+15 pts



Model Portfolios September 2022

By RayHold on Sept. 21, 2022, 11:16 a.m.
Tagged topics: strategy

Views: 9, Votes: 3, Responses: 0, Attachments: 1
UK

+12 pts



Another tail wagging the dog

By RayHold on Sept. 21, 2022, 11:12 a.m.
Tagged topics: strategy

Views: 8, Votes: 3, Responses: 0, Attachments: 1
UK

+13 pts



A narcissist manages money

By RayHold on Sept. 21, 2022, 11:06 a.m.
Tagged topics: strategy

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

+12 pts



How passive flows are thriving

By P on Sept. 21, 2022, 10:57 a.m.
Tagged topics: strategy

Views: 5, Votes: 3, Responses: 0, Attachments: 1
US Macro

+11 pts



Significant Credit Card Late Fee Cuts Likely, an Underappreciated Policy Risk

By P on Sept. 20, 2022, 10:45 a.m.
Tagged topics: strategy

Views: 3, Votes: 2, Responses: 0, Attachments: 1
UK

+53 pts



2 quarters that decide the next 2 years

By P on Sept. 15, 2022, 11:32 a.m.
Tagged topics: strategy

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

+54 pts



Thought of the Day Another tail wagging the dog

By P on Sept. 15, 2022, 11:28 a.m.
Tagged topics: strategy

Views: 11, Votes: 5, Responses: 0, Attachments: 1
US Macro

+11 pts



The two Ys (yen and yuan) are set to deliver an Earnie Shavers knock-out punch

By RayHold on Sept. 14, 2022, 11:42 a.m.
Tagged topics: strategy

Views: 5, Votes: 2, Responses: 0, Attachments: 1
Asia Macro

+13 pts



RMB: Property fund..not a circuit breaker

By RayHold on Sept. 14, 2022, 11:41 a.m.
Tagged topics: strategy

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

+53 pts



CREDIT STRATEGY OUTLOOK 4Q 2022

By P on Sept. 14, 2022, 11:32 a.m.
Tagged topics: strategy

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

+10 pts



Key insights into weekly flows (5/9-9/9)

By Thomasidea on Sept. 13, 2022, 10:38 a.m.
Tagged topics: strategy

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