James Campion
James Campion @campervans

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5.67%2026
2026
36.79%2025
2025
7.59%2024
2024
-4.00%2023
2023
-0.39%2022
2022
14.77%2021
2021
147.96%2020
2020
74.48%2019
2019
-27.61%2018
2018
62.27%2017
2017
16.51%2016
2016
6.32%2015
2015
148.0%0%-148.0%
Συζητήσεις
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
5 ημ.
𝘽𝙤𝙣𝙙'𝙨 𝙬𝙤𝙧𝙧𝙞𝙚𝙙 JP Morgan remain - "Tactically Bullish Ahead of a Good News is Bad News NFP" Today's payrolls will trade strictly as a "good news is bad news" event. JPM's trading desk expects a hot print above 150k to spark a hawkish yield spike, sending... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
8 ημ.
GS | "Extreme Dip Buying in Chip and Semis" The July tech rout has exposed deep structural resilience in the ETF ecosystem, with allocators aggressively buying the semiconductor dip. Goldman Sachs FICC & Equities notes that participants are absorbing heavy price damage to maintain elevated... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
13 ημ.
FOMC Meeting Update The July FOMC meeting resulted in a rate hold, consistent with softer-than-expected payrolls and CPI data. Despite market anticipation, Fed leadership provided little clarity or substantive forward guidance, opting instead for rhetoric that the author describes as 'spin.'... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
1 μήνας
JPM | "The Dangerous Divergence Driving Small Cap Outperformance" The Russell 2000 catch-up trade has fundamental support, but the current entry point is complicated by a severe divergence between equity and rates markets. Equities are pricing in oil-driven margin relief for small caps, while... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
2μήν.
BFLY - How Midjourney’s making this a huge play Midjourney (yes, the AI image generation company) has built an 'MRI' imaging product. Butterfly Networks: The MRI was invented in the 1970s. Compute is now a million times cheaper yet MRI costs haven't dropped. Why? Partly due to regulatory... Εμφάνιση περισσότερων Μετάφραση
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BFLY
Butterfly Network Inc.
9.37
-0.3300 (-3.40%)
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
2μήν.
BofA | "Triple Momentum in a Narrow Market" In a market where only 31% of MSCI ACWI stocks have outperformed YTD, BofA's quant model identifies clear leadership. The "Triple Momentum" factor (combining Earnings, Price, News) is now strongest for Semis, Energy, and Tech Hardware,... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
3μήν.
TS Lombard | "War RAG, Term Premium, and Mispriced Central Banks" Markets are mispricing the fallout from the Middle East shock. TS Lombard argues the hawkish repricing in Europe is an overreaction, while the risk of a 2027 Fed hike is being underestimated. The core thesis is that central... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
3μήν.
Goldman Sachs | "HedgeFunds Go All-In on Semis -> Dump Software" Goldman's latest hedge fund monitor reveals a historic rotation from Software into Semis. The weight of Semis in HF long portfolios is now at a record high, while Software exposure has cratered to its lowest since 2019,... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
3μήν.
"Gold's New Floor: Physical Bids Overwhelm Financial Flows" Gold's bull case is undergoing a structural transformation. The World Gold Council's Q1 data confirms the market is no longer hostage to Western ETF flows, with a powerful physical bid from Asian investors and central... Εμφάνιση περισσότερων Μετάφραση
James Campion
James Campion
Ηνωμένα Αραβικά Εμιράτα
4μήν.
GS | "Oil: Severe Supply Shock Meets Accelerating Demand Destruction" Goldman Sachs sees the oil market's extreme physical tightness being capped by significant, accelerating demand destruction. The recent drop to $ 95/bbl on truce talks underscores how fragile the war premium is, especially... Εμφάνιση περισσότερων Μετάφραση

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Ηνωμένα Αραβικά Εμιράτα
Στρατηγική: Μακροοικονομικά

Featured in Bloomberg 🏆 10 Year return 849.21% 🏆
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