Сигналы
7
#586
Альфа-оценка 46.6
Madison Faller
Глобальный инвестиционный стратег, J.P. Morgan Private Bank
Винрейт
57.1%
доходность
+0.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 мая
$720.65
+7.2%
The US economy is more resilient to high oil prices than Europe because it is less energy-intensive. Therefore, US equities should outperform European equities in an environment of elevated energy costs and trade tensions.
Фондовые индексы
Лонг
17 июл
$111.36
+2.0%
Pullbacks in Asia are driven by leverage participants, not fundamentals, and earnings momentum will remain strong for the next 12 months, providing a buying opportunity.
Фондовые индексы
Лонг
15 июл
$63.17
-0.1%
AI is not a one-sector story; investors need exposure across the entire AI value chain. Focus should be on hard-to-replace assets with staying power and earnings durability, spanning semiconductors, hardware, infrastructure, power, utilities, and industrials.
Тематические ETF
Лонг
15 июл
$40.25
+5.0%
European banks are attractively positioned due to fundamental improvements, strong shareholder returns from dividends and buybacks, and a higher-for-longer rate environment that supports net interest margins. Despite a challenging European macro backdrop, these positives are not fully priced in.
Фондовые индексы
Лонг
15 июл
$607.86
-5.6%
AI is not a one-sector story; investors need exposure across the entire AI value chain. Focus should be on hard-to-replace assets with staying power and earnings durability, spanning semiconductors, hardware, infrastructure, power, utilities, and industrials.
Тематические ETF
Лонг
15 июл
$181.00
+3.1%
AI is not a one-sector story; investors need exposure across the entire AI value chain. Focus should be on hard-to-replace assets with staying power and earnings durability, spanning semiconductors, hardware, infrastructure, power, utilities, and industrials.
Тематические ETF
Шорт
05 мая
$65.28
-9.3%
The US economy is more resilient to high oil prices than Europe because it is less energy-intensive. Therefore, US equities should outperform European equities in an environment of elevated energy costs and trade tensions.
Фондовые индексы
Показано 7 из 7 коллов · сортировка по упоминаниям
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У Madison Faller на Buzzberg отслеживается 7 торговых идей по 7 тикерам с мая 2026. #586 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SPY, SMH, XLI.
