dig a little bit more into the equity market, right. Because you talked about the dollar trade also being crowded. How crowded do you think the sort of bullish equity trade is right now.Well, uh, you know, it it depends on the metrics you're looking at, but what I try to pay attention to is market sentiment. And when I look at, um, you know, X or social media posts and and other forums and I talk to people, I talk to a lot of retail clients for a living and I can say that most people have gotten right back ...

Core Insights - The article emphasizes a focused investment strategy in the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to identify high-growth companies often overlooked by mainstream analysts [1] - The research process integrates both fundamental and technical perspectives, focusing on indicators such as relative strength, unusual trading volume, and earnings acceleration to spot stocks poised for significant breakouts [1] - The goal is to identify opportunities early, before broader market recognition drives prices higher, thereby providing actionable insights for investors [1] Investment Strategy - The investment strategy combines technical analysis with the CAN SLIM methodology, which is designed to uncover emerging businesses with strong financial momentum and rapid earnings growth [1] - The approach also considers signs of institutional interest as key indicators that may precede explosive stock moves [1] Market Analysis - The analyst has experience in Forex trading, enhancing the ability to interpret price action, volatility, and market sentiment, which contributes to refining entry and exit timing [1] - The multi-market background allows for a better understanding of the behavioral aspects of trading [1] Research and Community Engagement - Writing on Seeking Alpha is a crucial part of the investment process, allowing for the validation of ideas, documentation of research, and connection with a community of like-minded investors [1] - The articles focus on uncovering under-the-radar growth stocks with compelling fundamentals and favorable technical setups [1]

Exhibit 1: Morgan Stanley forecasts July 7, 2025 05:21 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Institutional Investor Survey: If you've found our research useful, we'd appreciate your support in the 2025 II Global Fixed Income Poll , especially in USA/EMEA/Asia Cross-Asset Strategy categories. Thank you! Key highlights from last week: | | As of Jul | | Q2 20 ...

Core Insights - The article emphasizes a focused investment strategy in the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to identify high-growth companies often overlooked by mainstream analysts [1] - The approach seeks emerging businesses with strong financial momentum, rapid earnings growth, and signs of institutional interest, which are indicators of potential stock price increases [1] - The research process integrates both fundamental and technical perspectives, focusing on indicators like relative strength, unusual trading volume, and earnings acceleration to identify stocks poised for significant breakouts [1] Investment Strategy - The investment strategy combines technical analysis with the CAN SLIM methodology, which is designed to uncover high-growth companies [1] - The focus is on identifying stocks with strong financial momentum and rapid earnings growth, as well as institutional interest [1] - The goal is to spot opportunities early, before broader market recognition drives prices higher [1] Research Process - The research process includes both fundamental and technical analysis, paying close attention to key indicators [1] - Indicators such as relative strength, unusual trading volume, and earnings acceleration are critical in identifying potential breakout stocks [1] - The multi-market background in Forex trading enhances the ability to interpret price action and market sentiment [1] Community Engagement - Writing on Seeking Alpha is an integral part of the investment process, allowing for validation of ideas and documentation of research [1] - The articles aim to uncover under-the-radar growth stocks with compelling fundamentals and favorable technical setups [1] - The ultimate goal is to provide insightful and actionable content to help others navigate the market with greater confidence [1]

July 2, 2025 05:49 AM GMT Global in the Flow 1H25 Recap Performance – Dollar depreciates, equities rebound, credit is resilient Although it was a volatile first half, equity markets recovered the losses after April 2. The S&P 500 returned 6.2%, MSCI Europe returned 23.7% and KOSPI led, returning 40.9%. Technology led global equity sectors while consumer staples lagged. Rates performance in DM markets was mixed. However, credit was resilient. US and EUR HY total returns were 4.6% and 2.7%, respectively. The ...

An unexpected logo change at China’s securities regulator is being teasingly celebrated by stock investors as heralding an end to recent years of market malaise https://t.co/u6OWhvUgnU ...

June 23, 2025 02:54 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Morgan Stanley & Co. International plc+ Erika J Singh-Cundy Strategist Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 Morgan Stanley & Co. LLC Key highlights from last week: Exhibit 1: Morgan Stanley forecasts sii obivo Bear Base Bull Bear Base Bull Equities S&P 500 5,968 4,900 6,500 7,200 -16 ...

Analyst's Disclosure:I/we have a beneficial long position in the shares of NOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...

ab 16 June 2025 Powered by YES UBS Evidence Lab Global Research China Property China Housing Survey: Subdued sentiment but stabilisation in tier 1 cities Weakened price expectations, with divergence among cities UBS Evidence Lab's latest China Housing survey of 2,500 respondents across mainland China (28 March-21 April 2025; > Access Dataset) shows a subdued intention to buy property over the next two years compared with the previous survey in Sept 2024. However, we see divergence among cities, with stable ...

June 19, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Stagnates in Absence of Policy Change Sentiment remains flat amid lukewarm macro conditions and an unstable geopolitical situation. The Lujiazui Forum points to more opening up of financial markets, while further fiscal policy could be delayed. We caution against a likely volatility pickup. A-share investor sentiment stayed flat vs. previous cycle: Weighted MSASI and simple MSASI remained flattish at 66% and 53%, respectively, ...