Skip to content

LXV Research | Independent Investment Research

Unbiased investment research prepared by investment professionals. Investment and trade ideas focusing on stocks. No spam. No shilling.

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

US Job Openings Rate

Leave a Reply Cancel reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Post navigation

Previous PostPrevious US Job Openings Rate

Sign up for free research updates

First Name

Last Name

Email address:

Leave this field empty if you're human:

Free Content

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
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

Premium Content

US Housing and Consumer Charts and More
A Mix of Macro Charts
Inflation, Earnings Yields, Stock Prices and Gold
China’s Priorities | Industrial Strength $XLI
Signs of Rotation: Geography, Sector and Style
Eight US Stocks We Are Tracking
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