I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...

受美国联邦政府"停摆"影响，美国多个重要金融监管机构大部分职员1日开始被强制"停薪休假"。 据路透社报道，根据此次"停摆"应急预案，美国证券交易委员会将强制其超过90%的员工停薪休假，仅 保留约393名员工处理紧急执法和市场监督工作。该机构监管数千家上市公司、交易所、券商和基金。 美国商品期货交易委员会9月30日晚说，"停摆"期间，该机构543名员工中仅保留5.7%在岗，确保委员会 继续履行监督市场、预防欺诈等职能。 路透社报道指出，过去联邦政府短暂"停摆"时，市场通常反应平淡，但若此次"停摆"持续较长时间，将 导致关键经济数据的发布被推迟或取消，影响投资者评估宏观经济趋势，进而可能引发资产价格波动。 美元汇率2日延续前一天的跌势，黄金价格则创历史新高。 报道说，证交会将继续处理企业的常规申报，但将暂停受理首次公开募股（IPO）申请。这可能会抑制 近期美股IPO复苏势头。并购市场资讯集团股权资本市场部门主管塞缪尔·克尔说："'停摆'立即损害当下 投资者情绪，其长期影响则是堵塞IPO通道。" 来源：江南都市报 美国迪罗基公司提供的数据显示，截至9月29日，美股今年以来263次IPO共计融资529.4亿美元，达2 ...

1. 9月25日(周四)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.09%，标普500指数期货跌0.39%，纳指期货跌0.53%。 | ■ US 30 | 46,077.70 | 46,239.60 | 46,039.00 | -43.60 | -0.09% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,612.20 | 6,650.20 | 6,607.40 | -25.80 | -0.39% | | ■ US Tech 100 | 24,372.70 | 24,555.80 | 24,352.70 | -130.90 | -0.53% | 2. 截至发稿，德国DAX指数跌1.08%，英国富时100指数跌0.36%，法国CAC40指数跌0.68%，欧洲斯托克50指数跌0.72%。 | 德國DAX30 | 23,425.67 | 23,674.30 | 23,380.80 | -256.03 | -1.08% | | --- | --- | --- | --- | --- | --- | | 淵 英國富時100 | 9,217.25 ...

Group 1 - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst, including leadership roles in model validation and regulatory finance, which contributes to a deep understanding of both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to deliver high-quality, data-driven insights, focusing on macroeconomic trends and corporate earnings [1] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on the analyst's background and approach to investment research [2][3]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation, stress testing, and regulatory finance, showcasing a strong background in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to deliver high-quality, data-driven insights, focusing on macroeconomic trends and corporate earnings [1] Company and Industry Analysis - The analyst has over 20 years of experience, indicating a deep understanding of the investment landscape and the ability to identify high-growth opportunities [1] - The approach combines rigorous risk management with a long-term perspective on value creation, which is crucial for investors looking to outperform the market [1] - The focus on financial statement analysis and corporate earnings suggests a thorough examination of company performance metrics, which is essential for making informed investment decisions [1]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to provide high-quality, data-driven insights for investors [1] Company and Industry Analysis - The focus is on uncovering high-growth investment opportunities through rigorous risk management and a long-term perspective on value creation [1] - There is a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, which are crucial for providing actionable investment ideas [1]

Group 1 - The article emphasizes the importance of portfolio growth for income-focused investors, highlighting the challenge of funding higher payouts while maintaining tax-friendly yields [1] - It discusses the necessity for investors to balance yield generation with sustainable funding sources, indicating a key problem faced by high-income investors [1] Group 2 - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1] - The approach combines rigorous risk management with a long-term perspective on value creation, aiming to provide actionable investment ideas [1]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to provide high-quality, data-driven insights for investors [1] Company and Industry Analysis - The focus is on uncovering high-growth investment opportunities through rigorous risk management and a long-term perspective on value creation [1] - There is a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, which are crucial for providing actionable investment ideas [1]

Group 1 - Cellebrite DI Ltd. (NASDAQ: CLBT) is facing pressure due to uncertainties in federal spending and weak macroeconomic conditions, leading to a lack of momentum in its narrative [1] - Investor sentiment towards CLBT remains weak, indicating challenges in gaining traction in the market [1] - The company's execution has not been highlighted as a positive factor amidst the prevailing market conditions [1]

Group 1 - The article emphasizes the advantages of a fundamental rules-based passive methodology for ETFs, contrasting it with market cap weighted methodologies that are seen as backward looking and prone to overleveraging on the same stocks [1] - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation, market trends, and portfolio optimization [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, with a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis [1]