Global macro

Search documents
The Great Healthcare Shake-Up: Can UnitedHealth Lead A Recovery?
Seeking Alpha· 2025-07-18 13:30
The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...
X @Raoul Pal
Raoul Pal· 2025-07-16 17:25
"The Everything Code" - First published in April 2023 in Global Macro Investor and then in Real Vision Pro a couple of months later appears to be proven as the correct general framework of understanding of crypto and tech, time and time again... https://t.co/fUMTL4Ks5Q ...
Bitcoin: Race To The Bottom
Seeking Alpha· 2025-07-11 15:43
Group 1 - Bitcoin has distinguished itself from other risk assets over the past year, indicating its unique position in the market [1] - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors through various market conditions [1] - The investment group emphasizes building robust and diversified portfolios to preserve and increase wealth over time [1]
Hims & Hers: You Are Missing The Big Picture
Seeking Alpha· 2025-06-30 14:00
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]
Coinbase Is Unlocking A Trillion-Dollar Opportunity
Seeking Alpha· 2025-06-26 09:02
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors in their investment journey [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]
Buying A Dollar For 60 Cents: 2 Dividend Gems I'd Bet The House On
Seeking Alpha· 2025-06-24 11:30
Group 1 - The article highlights the increasing complexity and uncertainty in the global macroeconomic environment, which has been a recurring theme in discussions throughout the year [1] - iREIT on Alpha offers in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives, emphasizing the value of their research services [1] Group 2 - The article does not provide specific company or industry insights, focusing instead on the general investment landscape and the services offered by iREIT on Alpha [2][3]
Still Cheap After Near 100% Gains? Oscar Health Stock Could Continue Higher
Seeking Alpha· 2025-06-23 21:19
Core Viewpoint - OSCR is identified as a company with significant potential, and despite a recent substantial stock rally, it is still considered undervalued [1]. Group 1 - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to assist investors at all levels [1]. - The investment group emphasizes building robust and diversified portfolios to preserve and increase wealth over time [1]. Group 2 - The article is authored by an economist with a decade of experience analyzing global markets, leading to insights on investment opportunities [1].
New Legislation Creates A Trillion Dollar Opportunity In Circle
Seeking Alpha· 2025-06-20 14:00
The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...
摩根士丹利:全球宏观策略-共识观点未必总对应大规模共识持仓
摩根· 2025-06-17 06:17
June 16, 2025 11:41 AM GMT Global Macro Strategist Consensus Views Not Always Sizeable Consensus Positions Feedback from our mid-year outlook suggests our directional views are commonplace among strategists and investors alike. In response, investors have taken a cautious approach to implementing them – sowing the seeds for disappointment as USD declines and the UST curve steepens further. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy G10 FX Strategy: USD Weakn ...
The Real Reason You Should Buy Alphabet
Seeking Alpha· 2025-06-05 17:03
Group 1 - The article discusses the valuation of Google's Search business as a separate entity, suggesting it may be undervalued compared to the rest of the company [1] - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors in building diversified portfolios [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing wealth preservation and growth [1]