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Feroce Research
@FeroceResearch
Turning Hindsight Into Foresight | Thematic Investing | Combining Technicals + Macros & Fundamentals + Quantitative Positioning
加入 November 2023
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2 things which I am working on releasing this weekend: 1.) Comparing today’s Jackson hole with recent FOMC meetings — Did Warsh actually say anything new today? 2.) Now that earnings for many names have concluded, will be comparing all names to see which common theme(s) stand out as catalysts or inhibitors Both topics which I believe are extremely important for portfolio allocations moving forward Excited to release these Sunday! 🤓
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