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

Tag: $WDAY

Posted on February 4, 2019February 4, 2019

Pick-and-Mix

Premium content for LXV Research subscribers

Posted on January 14, 2019January 14, 2019

Two Investment Ideas

Premium content for LXV Research subscribers

Sign up for free research updates

Recent Updates

  • 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
  • Don’t wait for the US Dollar Rally, its Already Happened
  • Searching for Value in Retail
  • The Great Unwind and the Two Most Important Prices in the World
  • Charts & Markets – 21 Jun, 2018
  • Charts & Markets – 11 Jun, 2018

Premium Content

  • 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
  • Notes on Russia and Oil & Gas
  • China Aplenty | Another Cloud Long Idea
  • Will Europe be the Fall Guy in the Trade Deal?
  • Trade Wars: Portfolio Hedges | 3-D Printing
  • Pick-and-Mix
  • The Fed’s Permanently Big Balance Sheet & More
  • Emerging Market Stock Picks
  • Two Investment Ideas
  • China Shadow Banking | US Foreign Funding
  • Humble Pie, US Credit Standards, General Electric and More