Core Insights - The Value Lab focuses on long-only value investment strategies, aiming for a portfolio yield of approximately 4% by identifying mispriced international equities [1][2] - The Valkyrie Trading Society, part of The Value Lab, emphasizes high conviction and obscure developed market ideas that are expected to yield non-correlated and outsized returns in the current economic climate [2] Group 1 - The Value Lab has successfully navigated international markets over the past five years, enhancing their global macro commentary and investment strategies [1] - The investment group provides members with real-time portfolio updates, 24/7 chat support, regular market news reports, and feedback on stock ideas [2] Group 2 - The analysts involved in The Value Lab are long-only investors, focusing on downside-limited opportunities [2]
USIG: PPI Contained, Maybe Less Inflation Up The Pipe
Seeking Alpha·2025-11-30 18:36