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Event Risk Growing, Says Mizuho's Klein
Barrons· 2026-01-23 03:10
Investors are caught in a damned if you do, damned if you don't scenario.That's according to a note by Jordan Klein, a technology, media, and telecommunications sector specialist at Mizuho, who said event risk is growing by the day in a market dominated by tech all-stars."And it creates havoc for LO investors when you get these periodic 'Greenland invasion' or DeepSeek freak outs. These are going to happen for sure and come out of nowhere," he wrote. LO refers to long-only managers or investors who bet asse ...
Marex Group: Q4 Volatility Could Help Them
Seeking Alpha· 2025-11-26 02:32
投资策略与目标 - 专注于多头价值投资策略,寻找国际市场上被错误定价的股票 [1] - 投资组合目标年化收益率约为4% [1] - 投资理念为下行风险有限,并可能产生与当前经济环境和力量不相关且超额的回报 [2] 服务内容与团队 - 提供包含实时更新的投资组合,每月新增交易,季度财报解读以及每日宏观观点 [2] - 团队通过聊天功能提供7x24小时答疑,并对会员的股票想法提供反馈 [2] - 团队由分析师组成,分享对发达市场的高确信度且冷门的投资观点 [2]