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Event Risk Growing, Says Mizuho's Klein
Barrons· 2026-01-22 19:10
Investors are caught in a damned if you do, damned if you don't scenario.That's according to a note by Jordan Klein, a technology, media, and telecommunications sector specialist at Mizuho, who said event risk is growing by the day in a market dominated by tech all-stars."And it creates havoc for LO investors when you get these periodic 'Greenland invasion' or DeepSeek freak outs. These are going to happen for sure and come out of nowhere," he wrote. LO refers to long-only managers or investors who bet asse ...
Marex Group: Q4 Volatility Could Help Them
Seeking Alpha· 2025-11-25 18:32
Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% and has performed well over the last five years by engaging in international markets [1][2] - The Valkyrie Trading Society consists of analysts who share high conviction and obscure developed market ideas, targeting downside-limited investments that are expected to yield non-correlated and outsized returns in the current economic environment [2] - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macro opinions [2]