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previous letters (Nov 2019 to May 2018))
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bullish EEM
quantitative research
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Liquidity China
Social politics
Trade Wars
Itexit
Us politics
Brexit
French ‘Yellow Vest’ Protests
CoronaVirus
FX
Equity Flows
Commodities
The Fed has reinitiated the Put Fed
The ECB
The Char(t)atans
Europe
Charts EM
Charts japan
Technical Analysis
SIGNALS
Themes & sectors
energy
Finance
Health-care
Homebuilders
materials
Technology
US Staples
Disruptors names
Holdings
Adsk
Avgo
names dropping
M&A lists
ESG
ESG letter Feb 2020
ESG ETFs analysis
ESG & Women lists
ESG SC PORTFOLIO
ESG REPORTS [NLP]
BACKTESTS
Earnings lab
Analyst ratings analysis
Analysts impact
Earnings EU
lab AP
Seasonality
DAY Studies
Moon
Hedge funds
IA
Volatility
Positioning
Insider quant
sentiment
Crash anatomy
Backtest citi earnings revision indicator
Market regime
Factors and risk premia
Value
Mean reversion
Dividend
Small caps
Momentum
Short Interest
Industry rank
Portfolio
US Longs
performance
US low vol best EPS
performance
SC US IPO list
US Shorts
European Longs
performance
EU Shorts
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
Grades Dynamics Screen
Options Trade Screen
Screens
Screen all stocks
Best stocks per sector
Sector & Ind.
Industry
stock regression
regression 1mth chge
regression 2nd derivative
value vs growth
Map
Cheap & growing
Best in class
Tax
Fractals 2024
Fractal Omicron
fractal 20211208
worst in class
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Perfect Short Grades Screen
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We are long convexity
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Inverted Yield Curve not predictive of recession when Oil low and leading indicators strong
