Jurrien Timmer 2.8 3 ideas
Director of Global Macro, Fidelity
After 1 day
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3/15 min ideas
After 1 week
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3/15 min ideas
After 1 month
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3/15 min ideas
By sector
ETF
3 ideas
-6.2%
Top tickers (by frequency)
RSP
1 ideas
0% W
-5.6%
IWM
1 ideas
0% W
-6.5%
IJH
1 ideas
0% W
-6.4%
Best and worst calls
Best calls
RSP LONG
-5.6%
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has ...
Feb 19
IJH LONG
-6.4%
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has ...
Feb 19
IWM LONG
-6.5%
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has ...
Feb 19
Worst calls
IWM LONG
-6.5%
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has ...
Feb 19
IJH LONG
-6.4%
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has ...
Feb 19
RSP LONG
-5.6%
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has ...
Feb 19
The "Mag 7" peaked relative to the market in October. Since the April 2025 "tariff tantrum," the Equal Weight index has almost completely caught up to the Cap Weighted index. The bull market is in its 40th month; typically, at this stage, returns flatten and rotation occurs. As long as the Mag 7 doesn't crash, capital rotates into cheaper, broader sectors (Small/Mid/Equal Weight). LONG the broadening trade via Equal Weight and Small Caps. A recession or a sharp downturn in Mag 7 dragging the whole index down.
Director of Global Macro, Fidelity