INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Systemic Contagion Risk Tracker | 2-10 spread up +23 bps in 1 month, High Yield OAS ↓
Buy Now

HAPPENING NOW -> COMMS 3Q24 THEMES | META, GOOGL, RDDT, ROKU, PINS, TTD, SNAP, TKO, SPHR, NFLX, CHTR
Buy Now

SMCI | Channel Checks (July 2024) - GPU Pricing Up Slightly; Sold Out Indicator Slips
Buy Now

Remove SMCI Long | Foxconn Risk + VRT Short
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Remove SMCI Long | Foxconn Risk + VRT Short
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INVITE | Shorting Fast Casual Restaurants Learn More
Buy Now

On Wednesday, we will address several changes to the position monitor.

A.I. Stock Screener - Weekly Update
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Federal Reserve Weekly H.8 Update
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Federal Reserve Weekly H.8 Update
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Sunday Retail EDGE | HELE, LVMH, Prada, LAD Learn More
Buy Now

Shooting HELE in the back – press it here, hard. Short LAD on upcoming print. Getting long Luxury – LVMH and Prada.

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