Skip to content
LXV Research | Independent Investment Research
LXV Research | Independent Investment Research

LXV Research | Independent Investment Research

  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In
Posted on August 3, 2018August 4, 2018 by LXV Research

Too Much of a Good Thing

Premium content for LXV Research subscribers

Login
CategoriesPremium Content Tags$NFLX, subscribers-only

Post navigation

Previous PostPrevious Trade Wars: Lessons from History
Next PostNext Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place

Sign up for free research updates

Recent Updates

  • Three Macro Charts
  • Clustered Volatility and the “Momentum Massacre”
  • Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
  • Cheap vs. Expensive | The Threat to Incumbents
  • Durability of the US Bull Market
  • Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
  • European Growth Surprise
  • Where do we go from here? Credit vs. Duration
  • Environmental Concerns: Ideas on the Long Side
  • Investment Themes and Considerations for 2019
  • Charts and Updates
  • The Hawks Have Not Left the Building
  • US vs. Europe: A Closer Look at US Outperformance
  • Late Cycle Signals and Yield Curve Dynamics
  • Trade Wars: Clearing the Way for a War of Attrition
  • Consumer Stocks: The Long and Short of it
  • Financial Misery and the Flattening Yield Curve
  • US Stocks: Long, Short and Interesting
  • Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place
  • Trade Wars: Lessons from History

Premium Content

  • Nothing Unusual | MMT
  • Confusing the Cyclical with the Secular | The Iran-China Strategic Partnership
  • The Cyclical and the Secular
  • Safe Haven Bid: Ahead of Itself?
  • An Unconventional Inflation Gauge | What Have We Learnt?
  • Dislocation
  • China Gold & Equities | Silver Update | Yield Curve
  • A Fear & Greed Gauge
  • Osaka: From Trade to Tech
  • Trading the Thin Zone | Healthcare Follow Through
  • Charts, Ideas and the Euro
  • Charts and Comments
  • Trade Wars Revisited – Part II
  • Trade Wars Revisited – Part I
  • Turkish Lira | HKD Peg
  • US Infrastructure
  • Lighten Up On Semiconductors
  • Market Puzzles
  • The Spectre of Capital Destruction
  • Sugar Rush