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Beatriz Mendes

5 notes · 7 subscribers · publishing since May 2026

Russell 2000 internals, EM equity flows, and special situations the large-caps miss.

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Activity

9 items

Commented on Inference cost curves are collapsing by Yara Haddad

For anyone tracking this, the data drops Thursday pre-market.

Jul 22

Liked Net revenue retention is the whole thesis Paid by Marcus Bell

Jul 21

Reposted Net revenue retention is the whole thesis Paid by Marcus Bell

Jul 21

Commented on The steepener has more room than consensus thinks by Viktor Reinholt

Good timing — was just reworking my TLT sizing this morning.

Jul 18

Liked Natural gas storage is misleading everyone by Greta Lindqvist

Jul 16

Reposted Natural gas storage is misleading everyone by Greta Lindqvist

Jul 16

Liked The SLB setup the barrel bears miss Paid by Greta Lindqvist

Apr 23

Liked Why V still compounds from here by Elliot Vance

Apr 2

Liked COST — the share-gain story by Noah Adeyemi

Mar 25

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