Entry85.87→Now87.58
Europe offers value; favor banks, defense, semis Open original source
VGK Vanguard FTSE Europe ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry87.29→Now87.58
Long European duration as ECB hikes overpriced Open original source
Entry87.42→Now87.58
Own Europe on attractive valuations Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:03
Oct 19
Oct 19
Bloomberg Markets
Long European duration as ECB hikes overpriced
The market is still pricing far too many ECB hikes through 2027; moderating European inflation and French-related contagion and banking stress risks should lower those odds further. That is why Morgan Stanley likes European duration and receiving rates.
VGK
Vanguard FTSE Europe ETF
Long
1ST
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—
15:45
Oct 16
Oct 16
Meb Faber Show
Europe lacks AI, faces headwinds.
Dirk is more cautious on Europe: it lacks the AI story, is more vulnerable to energy shocks, and has an ECB that may be overtightening without an AI boom. French equities face election-related headwinds, the currency may weaken, and Europe is not a pick despite not being an extreme bearish call.
VGK
Vanguard FTSE Europe ETF
Avoid
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—
12:01
Oct 16
Oct 16
Bloomberg Markets
Underweight Europe on cyclical and AI gap
Underweight European equities because Europe is cyclical, concentrated in autos and banks, lacks exposure to the AI trade they want, and is vulnerable if the ECB delivers the rate hikes currently priced in.
VGK
Vanguard FTSE Europe ETF
Avoid
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About VGK Investor Commentary
Across the available history and selected sources, Buzzberg tracks VGK (Vanguard FTSE Europe ETF) across 47 sources: 228 bullish vs 17 bearish calls from 315 authors. Historical directional balance: 49% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 433 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 7 other directions. Latest voices: Andrew Sheets, Dirk Willer, Erik Knutzen.