Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 50 videos · 11 channels
Quality over beta
1 video · 5mThe market now rewards growth that converts into cash rather than headline earnings alone.
Cash conversion replaces indiscriminate growth
Mike Wilson says investors no longer pay indiscriminately for growth and now require cash conversion.
Long-yield disagreement
3 videos · 53mA 5% 10-year floor call conflicts with the view that a credible Fed hike could lower market rates.
Five percent becomes the proposed floor for the 10-year
Mark Cudmore says a 5% US 10-year yield could look like a floor next year rather than a ceiling.
A credible hike could rally market rates
Joe LaVorgna argues market rates probably would have rallied if the Fed had already hiked.
Incremental capital should avoid Treasury bonds in reflation
Darius Dale says investors should not allocate the incremental dollar of capital to Treasury bonds in this regime.
Korea after the reset
1 video · 46mKorean memory is cheaper and capacity-limited, but foreign investors were still net sellers.
Korean memory becomes more interesting after halving
Invesco's Fiona Yang says the halving in Korean memory share prices makes the companies more interesting than a month earlier.