IWM: the special situation worth owning
The special situation here is mispriced relative to the catalyst path.
Free 4 min read
IWMEEM
Stock
EEM
EEM
Delayed
Notes mentioning EEM
5Why FXI leads the next leg
Subscribers get the full thesis, the levels, and my positioning on FXI. Subscribe to read on.
Paid 10 min read
FXIIWM
FXI: small caps are coiling
EM equity flows are turning, and FXI is the cleanest expression.
Free 4 min read
FXIIWM
The EWZ setup large-caps miss
Small-cap breadth is basing in a way that usually precedes leadership.
Free 7 min read
EWZIWM
The FXI setup large-caps miss
The special situation here is mispriced relative to the catalyst path.
Free 9 min read
FXIIWM