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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 ...
SPTS: Fed Cut Forecasts Fall But Still Largely Expected
Seeking Alpha· 2025-08-17 19:34
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 SPD ...
BWX: Chinese Good Reflows Ex-U.S. Internationally Disinflationary
Seeking Alpha· 2025-08-10 23:24
投资策略与服务 - 专注于长期价值投资 寻找国际市场上定价错误的股票 目标组合收益率为4% [1] - 过去5年表现优异 通过深入参与国际市场实现 [1] - 提供实时投资组合更新 24/7问答服务 全球市场新闻报告 会员股票建议反馈 每月新交易 季度财报分析 每日宏观观点 [2] 投资产品 - SPDR® Bloomberg国际国债ETF(BWX) 主要投资于高久期国际政府债券 对日本债券有较大配置 日本是国际债券市场主要供应国 债务利率较高 [2] 投资团队 - Valkyrie Trading Society团队 分享高确信且冷门的发达市场投资机会 下行风险有限 在当前经济环境下可能产生非相关性和超额收益 采取纯多头策略 [3]
BBJP: Yen Declines Generally Benefit Japan, But Tariffs Hit Most Allocations
Seeking Alpha· 2025-07-17 23:54
投资策略与服务 - 专注于长期价值投资 寻找国际市场上定价错误的股票 目标投资组合收益率约为4% [1] - 在过去5年中表现优异 通过深入参与国际市场获得成功 [1] - 为价值投资者提供财富保护方面的启发和参考 [1] 会员服务内容 - 提供实时更新的投资组合 [2] - 提供24/7问答聊天服务 [2] - 定期发布全球市场新闻报告 [2] - 对会员的股票想法提供反馈 [2] - 每月新增交易建议 [2] - 季度收益报告 [2] - 每日宏观经济观点 [2] 投资理念 - 专注于高确信度且不为人知的发达市场投资机会 [3] - 投资策略具有下行风险有限的特点 [3] - 在当前经济环境下可能产生非相关性和超额回报 [3] - 采用纯多头(long-only)投资方式 [3]
Kaspi: Smartphone Registering Rules Slow Online Activity
Seeking Alpha· 2025-05-13 15:02
投资策略 - 专注于长期价值投资 寻找国际市场上被错误定价的股票 目标组合收益率约为4% [1] - 过去5年表现优异 通过深入参与国际市场获得成功 [1] - 提供实时投资组合更新 24/7问答服务 全球市场新闻报告 会员股票建议反馈 每月新交易建议 季度财报分析 每日宏观观点 [2] 公司动态 - Kaspi_kz公司近期发布重要公告 涉及土耳其政治局势对其新收购的Hepsiburada业务的影响 以及宏观经济因素 [2] 投资团队 - Valkyrie Trading Society团队专注于高确信度且冷门的发达市场投资机会 这些机会下行风险有限 在当前经济环境下可能产生不相关且超额的回报 采取纯多头策略 [3]