Jeffrey Perlman

Managing Director, Goldman Sachs
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
AAXJ long +6.2%
Worst Calls
No live losers yet
Most Mentioned
AAXJ ×1
Recent Calls
AAXJ long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return +6.2% Long Return +6.2% Short Return -
Average Return
7d +0.6%
30d -3.5%
90d —
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Result
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Thesis
Theme
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AAXJ iShares ... iShares MSCI All Co...
Long
May 06
$116.08
+6.2%
Asia benefits from capital reallocation.
Capital is being reallocated from the US to Asia because Asia will drive 50-60% of global growth over the next decade, and in a world of structurally higher interest rates, investors need growth. This shift from hyper-exceptional US exposure to exceptional will send 5-7% of capital flows to Asia, making the region a net beneficiary.
Macro
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Jeffrey Perlman has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: AAXJ.