James Campion
James Campion @campervans

Desempenho
Tudo

5.12%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%
Análises e comentários
James Campion
James Campion
Emirados Árabes Unidos
3d
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... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
8d
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.'... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
1m
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... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
2mo
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... Mostrar mais Traduzir
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BFLY
Butterfly Network Inc.
8.30
-0.1200 (-1.43%)
James Campion
James Campion
Emirados Árabes Unidos
2mo
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,... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
2mo
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... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
2mo
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,... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
3mo
"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... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
4mo
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... Mostrar mais Traduzir
James Campion
James Campion
Emirados Árabes Unidos
4mo
Editado
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... Mostrar mais Traduzir

Sobre James Campion
Emirados Árabes Unidos
Estratégia: Macro

Featured in Bloomberg 🏆 10 Year return 849.21% 🏆
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