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          • bullish EEM
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          • Trade Wars
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          • 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
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        • Charts EM
        • Charts japan
        • Technical Analysis
          • SIGNALS
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        • Homebuilders
        • materials
        • Technology
        • US Staples
        • Disruptors names
        • Holdings
          • Adsk
          • Avgo
        • names dropping
        • M&A lists
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        • ESG letter Feb 2020
        • ESG ETFs analysis
        • ESG & Women lists
        • ESG SC PORTFOLIO
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          • Analyst ratings analysis
          • Analysts impact
          • Earnings EU
        • lab AP
        • Seasonality
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          • 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
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    • 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
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    • Fractal Omicron
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      • FX Matrix
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    • We are long convexity
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