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The Long and the Short of It
A weekly look at what matters and how to trade it. (August 24th)
3 hrs ago
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AP Research
13
5
Second Opinion
Why Healthcare provides growth, value, and diversification beyond the crowd.
Aug 20
•
AP Research
21
8
Hedge the Right Tail
A weekly look at what matters and how to trade it. (August 17th)
Aug 17
•
AP Research
31
7
C For “Circularity”
Would the demand be equivalent if the financing available to these buyers were any different?
Aug 12
•
AP Research
24
6
New Highs, Still Low Conviction
A weekly look at what matters and how to trade it. (August 10th)
Aug 10
•
AP Research
33
7
To Catch a Bid
A weekly look at what matters and how to trade it. (August 3rd)
Aug 3
•
AP Research
26
1
7
Autopsy on the AI Selloff
Down, but not out.
Aug 1
•
AP Research
28
1
5
July 2026
The Bar Is High
A weekly look at what matters and how to trade it. (July 27th)
Jul 27
•
AP Research
19
7
Global Primer Series: Equity Issuance
Addressing the conversation on net equity supply amid evolving market dynamics.
Jul 23
•
AP Research
40
11
20
Pre-August Storm
A weekly look at what matters and how to trade it. (July 20th)
Jul 20
•
AP Research
26
3
8
Maradona Theory
Credible hawkishness makes the next hike less necessary.
Jul 14
•
AP Research
31
3
9
Calmer Indices, Wilder Stocks
A weekly look at what matters and how to trade it. (July 13th)
Jul 13
•
AP Research
31
10
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