USA: Record Underweight as Shift to Europe Accelerates
Global equity funds move to record underweight in US equities. Spread between US underweight and DM Europe overweight hits all-time high.
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Weekly Market Monitor (17) - Banking Anxiety – Back with a Vengeance!
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks
After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...
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Investors' Capital Allocation Shift Among Korean Banks Post Collapse of SVB Financial
Svb Financial has collapsed and Credit Suisse is on the verge of collapse. We discuss a trading strategy on Korean banks amid the ongoing...
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Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
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