Layout Classic v2 (beta)

Iain Stealey

★ 5.0 Posted today

Editor, Financial Times

2 ideas · 2 tickers · tracked since Apr 2026

Theme exposure 2 picks · 1 themes

Macro · 2 · 100%

Pick return distribution n = —

Live distribution of all picks with entry price. Right tail = home runs.

<−30%

−30/−10

−10/0

0/+20

+20/+50

+50/+100

>+100%

Bottom 10%

—

Median

—

Top 10%

—

Total picks

1 L / 1 S

Win-rate · live

—

Avg return · YTD

—

L — S —

Best

—

live YTD

Worst

—

live YTD

Long / short

1 / 1

50.0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

LQD

LONG

MED

Macro

$108.84

—

Corporate bonds are a good buy now.

Apr 30

×1

YOUTUBE

JPY

SHORT

MED

Macro

$34.12

—

Yen to weaken further due to low rates.

Apr 30

×1

YOUTUBE

Showing all 2 thesis picks (YTD, with entry)

Direction2 picks

Long1

Short1

Best & Worst callslive YTD

↑ BEST 3

↓ WORST 3

Source mixwhere they post

YouTube 100%