Lilly(US:LLY) Seeking Alphaยท2025-08-01 19:18Group 1 - Eli Lilly and Company (NYSE: LLY) has experienced a -5% decline in stock price since the last analysis, indicating potential market challenges ahead of Q2 earnings [1] - The analysis focuses on macro dynamics and rotational strategy, suggesting a need for investors to consider broader market trends and sector rotations [1] Group 2 - Invictus Origin, founded by Oliver Rodzianko, aims to deliver high annual returns through innovative portfolio strategies, particularly the High-Alpha Black Swan Portfolio [2] - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during market disruptions [2] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, emphasizing fundamental valuation and sector expertise in technology, semiconductors, artificial intelligence, and energy [2]