Skip to content

Lucid X Variant

Home
About Us
Subscribe
Trade Ideas
Weekly Reads
Track Record
Contact
Log In

Facebook
LinkedIn
Twitter
Instagram

Tag: Malaysia

The Old Man and the Election

Premium content for LXV Research subscribers

Author LXV ResearchPosted on May 11, 2018May 11, 2018Categories Premium ContentTags Malaysia

Sign up for free research updates

First Name

Last Name

Email address:

Leave this field empty if you're human:

Free Content

“They Are Not Our Teachers.”
Existential Crisis in Europe: Through the Lens of Healthcare
Vertex Pharmaceuticals $VRTX
Thoughts and Investment Ideas for 2020
The January Effect
Tribalism and Consistency in a Volatile Market
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

Premium Content

The P/E Ratio: We don’t care / Investment Idea
“If you think you understand, you’re not paying attention”
Liquidity
Tech Follow-Up / Investor Predicament
Tech Observations / Notes on Private Debt
Tech Earnings Bonanza / The “Pre-Election Spending Spree” / Inflation Charts
Subtle Shifts in the Market
Complexity/Market Perspective
Commodities Follow Up
Virtue Signalling | Commodities Charts
When to Sell?
Where Opportunities Are
Making Markets Move
Inflation Revisited and China Macro Charts
Tactical Charts
Neurocrine Biosciences $NBIX
Inflation Expectations, Global Liquidity & Gold
Tactical Thoughts: Caution is Warranted
Charts: Energy and Global Banks

Home
About Us
Subscribe
Trade Ideas
Weekly Reads
Track Record
Contact
Log In

Facebook
LinkedIn
Twitter
Instagram

LXV Research

Loading Comments...

Write a Comment...

Email

Name

Website