Most of the retail stocks within The Consumer Discretionary Select Sector SPDR Fund ETF ( XLY ) have been beaten down due to tariff fears. Under this environment, the bear case may make some sense. Still, it also createsI carry extensive experience from institutions like Goldman Sachs and Citigroup, where I learned how to perform company deep dives as well as spot special opportunities in long/short equity portfolios.These skills have been amplified during my time as an individual trader/investor, focusing ...

贸易关税对行业的影响 - 针对原始设备制造商的贸易关税已导致部分公司股价远低于其52周高点 [1] - 由于价格和成本的不确定性 市场对未来摩擦和收入阻力的担忧持续存在 [1] 分析师的投资方法与专长 - 分析师具备从高盛和花旗等机构积累的经验 擅长进行公司深度研究以及在多空股票组合中发现特殊机会 [1] - 投资重点在于被低估的成长型公司 特别是那些因尚未反映在股价中的进展而理应获得溢价的公司 [1]