Сигналы
4
Josh Jones
Portfolio Manager, Boston Partners
Винрейт
75.0%
доходность
+0.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 авг
$94.53
+1.2%
Josh Jones is most excited about international materials and industrials. Weak-dollar international bull markets in the 1970s and 2000s were associated with real asset and commodity cycles, and today foreign central bank reserve diversification into gold and electrification trends supporting copper are supportive drivers. Metals and mining companies are showing much better capital allocation and very large free cash flow yields, a trend that could persist for years.
Сырьё
Лонг
24 авг
$426.71
-1.0%
Josh Jones is most excited about international materials and industrials. Weak-dollar international bull markets in the 1970s and 2000s were associated with real asset and commodity cycles, and today foreign central bank reserve diversification into gold and electrification trends supporting copper are supportive drivers. Metals and mining companies are showing much better capital allocation and very large free cash flow yields, a trend that could persist for years.
Сырьё
Лонг
24 авг
$93.13
+0.2%
AI has benefited some Japan and Korea holdings from capex spending, but with caution flags on debt-funded AI spend, Josh Jones favors asset-heavy businesses such as financials, industrials, and materials. AI appears to be more negatively impacting software and business-service companies, while asset-heavy businesses and raw material/copper demand tied to electrification are more resilient.
Прочее
Лонг
24 авг
$53.46
+0.2%
Josh Jones is most excited about international materials and industrials. Weak-dollar international bull markets in the 1970s and 2000s were associated with real asset and commodity cycles, and today foreign central bank reserve diversification into gold and electrification trends supporting copper are supportive drivers. Metals and mining companies are showing much better capital allocation and very large free cash flow yields, a trend that could persist for years.
Тематические ETF
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Josh Jones на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: COPPER, GOLD, DXY.
