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XONE: Procyclicality Of Downward Jobs Revisions Bolsters Rate Cut Bets
Seeking Alpha·2025-08-18 16:40

Thanks to our global coverage, we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, us at the Value Lab might be of inspiration.The Bon ...