Сигналы
4
Ron Temple
Chief Market Strategist, Lazard
Винрейт
100.0%
доходность
+7.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
04 авг
$63.95
+6.0%
The dollar is poised to depreciate over the next several years. Emerging market equities trade at 10x earnings (half the S&P 500), are under-owned, and offer diversified growth. EM currencies should also appreciate as the dollar weakens.
Фондовые индексы
Лонг
04 авг
$25.36
+2.0%
The dollar is poised to depreciate over the next several years. Emerging market equities trade at 10x earnings (half the S&P 500), are under-owned, and offer diversified growth. EM currencies should also appreciate as the dollar weakens.
Облигации и ставки
Лонг
10 июл
$42.17
+20.0%
The US-Iran conflict has demonstrated that Iran can exert meaningful control over the Strait of Hormuz, and the US agreement may have given Iran a degree of control beyond the immediate term. This creates an enduring risk premium for energy supplies, and investors should place a higher premium on Brent crude.
Сырьё
Лонг
10 июл
$56.42
+0.1%
US hyperscalers are spending $700B+ on CapEx, but the path to attractive returns on invested capital is unclear, especially on the American side. Chinese AI models may gain market share, making monetization even harder. Better positioned are the hardware companies that sell into AI regardless of which model provider wins, and energy infrastructure plays that feed data center buildout.
Тематические ETF
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Ron Temple на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: EEM, BNO, PAVE.
