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Tag: $WDAY

Pick-and-Mix

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Author LXV ResearchPosted on February 4, 2019February 4, 2019Categories Premium ContentTags $BNFT, $DLTR, $EEM, $GLD, $VEEV, $WDAY, DXY

Two Investment Ideas

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Author LXV ResearchPosted on January 14, 2019January 14, 2019Categories Premium ContentTags $BNFT, $CRM, $INTU, $VEEV, $WDAY, Cloud, DXY, europe, EURUSD, Software

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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

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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
The Lay of the Land
War Like Symptoms
Charts & Ideas
Prescription then Description
Ideas, Unintended Consequences & Not A Regular Demand Shock
Supply & Undoing Globalisation
Duration
The Fallout
Progressives for Progression | A Few Interesting Charts
Caution Not Courage

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