Сигналы
3
Paul Jackson
Глава крипто-направления, Blockworks
Винрейт
66.7%
доходность
+2.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
20 июл
$35.18
+2.2%
The Chinese market is one of the few large markets that is good value, with cyclically adjusted PE well below historical norms and far below US and Europe. China also has interesting technology developments in AI, robotics, solar, and EVs, and is moving up the value chain. He has been overweight Chinese stocks for years and remains overweight.
Фондовые индексы
Лонг
14 мая
$9.74
-1.5%
5% gilt yield looks quite attractive. I would step in and take advantage of that. The U.K. economy is performing well, and the inflation spike from oil may fade, making long gilts a good trade at these levels.
Тематические ETF
Лонг
14 мая
$87.77
+5.7%
The European equity market is still relatively attractive from a valuation perspective given defense spending, infrastructure spending in Germany, and the European economy beating expectations. It has been an underperformer and offers value.
Фондовые индексы
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Paul Jackson на Buzzberg отслеживается 3 торговых идей по 3 тикерам с мая 2026. Чаще всего покрывает: FXI, VGK, USD/JPY.
