Marcus Bell Verified

Liked Foundry pricing power is quietly extraordinary Paid by Lena Brandt

Commented on The dollar smile is flattening by Amara Okafor

Agreed. Leaving it there.

Liked Vol term structure is unusually flat by Dana Cho

Liked Copper's deficit isn't priced yet by Dmitri Volkov

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Reposted Payments volume growth is decoupling from retail by Tomas Rivera

Liked Deposit costs have peaked by Tomas Rivera

Liked The memory cycle turned before anyone noticed by Kenji Aoyama

Commented on MDT — pipeline value the Street ignores Paid by Owen Pierce

Saved. The watch-list section alone is worth it.

Liked TLT: positioning for the next CPI print Paid by Amara Okafor

Commented on LMT — the defence budget tailwind Paid by Conor Walsh

Bookmarked this one at the time. Good call.

Liked What a steeper curve means for IEF by Amara Okafor

Commented on Reading CRWD past the bookings noise by Yara Haddad

This thesis played out more or less as written.