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Where To Hide During A Rout
Musings and ideas to end a long week
20 hrs ago
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AlphaPicks
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Where To Hide During A Rout
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Luxury's Problematic Pricing
They're forcing out a major revenue generator.
Jul 24
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AlphaPicks
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Luxury's Problematic Pricing
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Top Trade Ideas - July 22nd
More fuel to the volatility fire.
Jul 22
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AlphaPicks
17
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Top Trade Ideas - July 22nd
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Second-Order Thinking: How To Gain A Mental Edge
The mental model to outperform.
Jul 21
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AlphaPicks
49
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Second-Order Thinking: How To Gain A Mental Edge
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"Are You Buying The Dip?"
Why that's the wrong question to be asking.
Jul 19
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AlphaPicks
22
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"Are You Buying The Dip?"
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Contemplating Europe
ASML earnings, French equity recovery, and a US-China revenue L/S trade.
Jul 17
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AlphaPicks
18
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Contemplating Europe
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Top Trade Ideas - July 15th
A seismic shift in markets.
Jul 15
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AlphaPicks
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Top Trade Ideas - July 15th
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The Curious Case Of The Strong GBP
We explain why the British Pound (GBP) has outperformed...for now
Jul 14
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AlphaPicks
20
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The Curious Case Of The Strong GBP
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Why Nike Just Can't Do It
Falling market share, a failing re-org and hiked prices.
Jul 12
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AlphaPicks
17
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Why Nike Just Can't Do It
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The Fed Whisperer
The man who knows what the Fed will do before they do it.
Jul 10
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AlphaPicks
15
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The Fed Whisperer
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Top Trade Ideas - July 8th
Inflation is key this week / Important announcement.
Jul 8
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AlphaPicks
24
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Top Trade Ideas - July 8th
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How To Position For A Trump Win
Ideas and thoughts as the Trump precedency probability rises.
Jul 7
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AlphaPicks
19
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How To Position For A Trump Win
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