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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Tesla
•
10 Jul 2024 03:10
Play the Hand You're Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
Play the Hand You're Dealt; Bullish Outlook Intact $SPX $QQQ $IWM; Remain Overweight Large-Cap Growth $IWF $NVDA $AVGO $TSM $AMD $ASML $AAPL $MSFT...
Vermilion Research
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265 Views
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bullish
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Macroeconomics
•
04 Jul 2024 09:57
Business Cycle Watch: Is the US in a recession already? Here are the pros and cons
It’s not like we haven’t had this discussion a few times already this cycle, but the recession chatter is staring at us again after the weakest...
Steno Research
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279 Views
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bullish
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Amazon.com Inc
•
03 Jul 2024 03:18
Remain Overweight Large-Cap Growth; Downgrading Materials to Underweight; Software Buys $MSTR $CRWD
Remain Overweight Large-Cap Growth $IWF as discussed 5/29/24; Downgrading Materials $XLB to Underweight; Buy/Stay Long Software Stocks $IGV $MSFT...
Vermilion Research
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292 Views
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bullish
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Macroeconomics
•
01 Jul 2024 10:16
Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
Steno Research
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1.2k Views
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bullish
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Macroeconomics
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27 Jun 2024 11:59
Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree
Welcome back to our weekly positioning watch, brought to you today from a sunny Copenhagen. Denmark advanced as the second team in their Euros...
Steno Research
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345 Views
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