Long
Macro
$87.32
-
Japan equities: buy and forget
Apr 25
Long
Other
$94.34
-
Gold miners could outperform gold
Apr 25
Long
Macro
$86.49
-
Long bonds contrarian bet on slowdown.
Apr 11
Short
Fintech
$12.36
-
Short high yield and BDCs as recession plays.
Apr 11
Short
Macro
$79.96
-
Short high yield and BDCs as recession plays.
Apr 11
Long
Other
$25.89
-
Energy stocks underowned, cheap, structural bull.
Apr 11
Long
Macro
$437.13
-
Central bank gold buying drives long-term bull.
Apr 11