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  • Research
    • Letters in 2021, 2022, 2023 & 2024
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      • previous letters (Nov 2019 to May 2018))
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          • bullish EEM
    • quantitative research
      • Macroscopic
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        • Liquidity in US
        • Liquidity China
        • Social politics
          • Trade Wars
          • Itexit
          • Us politics
          • Brexit
          • French ‘Yellow Vest’ Protests
          • CoronaVirus
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        • Equity Flows
        • Commodities
        • The Fed has reinitiated the Put Fed
        • The ECB
      • The Char(t)atans
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        • Charts japan
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          • SIGNALS
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        • materials
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          • Avgo
        • names dropping
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        • Hedge funds
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        • Volatility
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        • Insider quant
        • sentiment
          • Crash anatomy
        • Backtest citi earnings revision indicator
        • Market regime
      • Factors and risk premia
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        • Mean reversion
        • Dividend
        • Small caps
        • Momentum
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        • Industry rank
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    • US Longs
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    • US low vol best EPS
      • performance
    • SC US IPO list
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    • EU low vol best EPS
      • performance
    • SC Asia longs – includes some EM equities
    • Japan portfolio
    • U2 European portfolio
    • SC Portfolios Tableau
    • EM ex Asia Longs
    • SC PlaYing China
  • Factory
    • Stock score
      • chart
      • EPS growth decomposed
      • Eps reaction
    • Tableau global grades
      • fractal 091120
      • Past earnings
      • Coming earnings
      • UP EPS SS MF
      • Tableau Short(s)
      • Tableau Vol
      • Tableau grades
        • tableau slowdown
        • tableau recovery
        • tableau contraction
        • Momentum
    • Global Grades Scatter
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        • Screen all stocks
        • Best stocks per sector
        • Sector & Ind.
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        • regression 2nd derivative
        • value vs growth
        • Map
    • Cheap & growing
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    • We are long convexity
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          • Performance Dec 2018
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buy box below 25.5

great entry level for this disrupter

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Updates on a few trades

October 24, 2018

Buy upside convexity on Brazil

June 18, 2018

Take profit on 1288HK to reduce our EM allocation

September 26, 2018

Recent Posts

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  • Short Japan
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