海外研报
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September Analyst Day Opportunities
Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying
海外研报
2024年09月05日
Weekly commentary
Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial
海外研报
2024年09月05日
Walmart Marketplace continues to expand and differentiate; takeaways from its
WMT recently held its 2024 Marketplace Seller Summit, where the companyannounced category expansion, multichannel fulfillment, and new features that
海外研报
2024年09月06日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
海外研报
2024年09月06日
USD: the most consequential week of the year
nvestor nerves ahead of US ISM manufacturing later today kept sentiment on the back foot during the Asian session. Sentiment also continues to be weighed down
海外研报
2024年09月06日
he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
海外研报
2024年09月06日
Trade Close: Close Options Recommendation SHW, MRVL and DELL
We close our recommendation to buy SHW calls. We close our 7-Aug, 2024
海外研报
2024年09月06日
