James Campion
James Campion @campervans

Tuottavuus
Kaikki

1.02%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%
Keskustelut
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
12 pv
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... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
26 pv
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... Näytä enemmän Käännä
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BFLY
Butterfly Network Inc.
8.10
0.1200 (1.50%)
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
1 kk
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,... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
2kk
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... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
2kk
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,... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
2kk
"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... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
3kk
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... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
3kk
Muokattu
Kenny Lee, GS | "BTC's Geopolitical Rally: A Short-Term Trade, Not a Safe Haven" Goldman Sachs finds that Bitcoin rallies during geopolitical shocks are typically short-lived tactical trades, not a sustained flight to safety. Historical analysis suggests the asset's performance ultimately... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
3kk
ING | "Hormuz Blockade Back in Focus as Ceasefire Fails" The US-Iran ceasefire has failed, halting all oil tanker traffic through the Strait of Hormuz. ING believes this physical supply shock will keep oil prices supported, overriding bearish fundamental data in the near term. ICE Brent... Näytä enemmän Käännä
James Campion
James Campion
Yhdistyneet arabiemiirikunnat
3kk
Michael Every, Rabobank | "Ceasefire Is Not Peace" Michael Every warns the market's relief rally on the US-Iran ceasefire is premature. The key question is not *if* there's a truce, but *who blinked*; the answer determines the next major move for the dollar and global assets. Markets... Näytä enemmän Käännä

Tietoa James Campion
Yhdistyneet arabiemiirikunnat
Strategia: Makro

Featured in Bloomberg 🏆 10 Year return 849.21% 🏆
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