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]

晨星投顾研讨会 围绕投顾服务与投资者场景化需求，结合实战经验与案例拆解，帮助从业者打造 一整套满足客户个性化需求的买方投顾方案，高效推动服务落地，赋能投资者成功！ 市场波动下，投资顾问如何确保客户账户具备抗风险能力？ 资产配置的分散性与风险适当性，正 成为守护客户财富的关键防线。 从诊断结果到配置优化的过渡路径不清晰，基于单品的分析结论难以转化为账户层面的可执行方 案...... 本次研讨会，晨星将携手投顾问们逐一破解以上难题，实现 全账户视角的持仓诊断与配置优化 晨星投顾研讨会后续主题预告 投顾场景的风险精细化识别与匹配 目标导向的个性化资产配置方案 然而现实中，账户管理面临诸多挑战： 客户账户分散难整合，依赖手工录入效率低； 风险诊断手段单一，依赖适当性评估或简单指标，持仓分析停留在单品层面，带有较强的预测性; 资产配置到个性化组合的落地实践 。 关于晨星 Morningstar, Inc.是全球目前最主要的投资研究机构之一，业务遍及北美、欧洲、澳洲及亚洲，为个人投资者、投资顾 问、基金管理公司、退休计划发起机构及私募领域的机构投资者等专业人士提供财经资讯、基金、股票的分析及评级， 并致力于发展具实用性、 ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuations [1]

Group 1 - David Rosenberg warns of an impending U.S. economic recession, suggesting that the current "full cup" state of the stock market will suffer significantly [1] - Rosenberg believes the market is ignoring risks such as tariffs, taxes, geopolitical conflicts, and economic concerns, indicating a disconnect between market optimism and underlying economic signals [1][2] - He expresses a cautious outlook on the stock market, citing a price-to-earnings ratio of 22 times in the context of over 4% risk-free interest rates as unattractive [2] Group 2 - Rosenberg acknowledges previous concerns about economic downturns in 2022 and 2023 but reiterates his bearish stance, noting an increase in mortgage refinancing activity and a 25% excess in supply over demand in the housing market [3] - He highlights a cooling labor market and persistent moderate inflation, criticizing the Federal Reserve for inaction and suggesting that rate cuts may come too late to salvage the economy [5] - Rosenberg points out a significant deflationary trend in the service sector, predicting that inflation levels next year will be lower than in a scenario without tariffs [6] Group 3 - The signals from the dollar and bond markets contradict the current optimistic sentiment in the stock market, leading Rosenberg to question where investors should allocate their funds [6] - He indicates that if the signals from the dollar and bond markets are accurate, the S&P 500 index will struggle to maintain levels above 6000 points [7] - As of the latest data, the S&P 500 index closed at 6141 points, just below its historical high, while the dollar index has dropped by 10% this year [10]

文 ｜ 陈佳惠 编辑 ｜ 陈桐 来源｜ 职场Bonus（ID：ZhiChangHonhLi） 封面来源 ｜ 许丹青于"职场Bonus"春季人才沙龙 大部分百万年薪背后，总有红利加持。 虽然百万年薪如今已成为无数公众号在标题中拿来调侃的标签，但须承认并不容易做到。每个百万年薪故事的背 后，都有大量的红利在助推。地区、行业、导师、职业、个人天赋……我们认为这些维度决定了一个人职业发展 的胜算。 年薪多少不代表衡量成功与幸福的唯一标准，我们既不想教大家"厚黑学"，也不想写"幸存者偏差"的故事。这个 系列，将会带你挖掘每位年薪百万的受访者在关键之时所做出的选择，以及他们对未来的创想，愿我们能从中看 见，红利潮水的方向。 "我一天能工作15个小时，但是我并不提倡大家这样，因为我是一直习惯了这样。" 以下文章来源于职场Bonus ，作者陈佳惠 职场Bonus . 职场看红利，事业不焦虑。36氪职场风向报道，像投资人一样寻找未来职业机遇。 真正的巅峰，在下一个十年。 当谈到女性创业时，人们的第一反应往往是，先将她们过往的光辉成就抛之脑后，而对她们关于"工作和家庭的平衡"更感兴趣。 许丹青也不例外。她开始频繁受访之后，没少被 ...

[Music] I'm Isis Julian and I'm a senior software engineer at Morning Star and I work on the intelligence engine. Morning Star is a global leader in providing investment research data and analysis and we pride ourselves in empowering investor success by serving transparent, accessible, and reliable investment information. So, with AI gaining increasing popularity nearing the end of 2022 and early 2023, with a scrappy team of just five engineers, we were able to launch our first ever AI research assistant na ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Group 1 - Renaissance Capital offers pre-IPO research services to institutional investors and investment banks [1] - The firm manages two IPO-focused funds: Renaissance IPO ETF (NYSE: IPO) and Renaissance International IPO ETF (NYSE: IPOS) [1] - Individual investors can access a free overview of the IPO market on Renaissance Capital's website [1] Group 2 - The pre-IPO research service provides independent opinions, in-depth fundamental analysis, and customizable financial models on all IPOs [1]

Group 1 - The Cash Flow Kingdom Income Portfolio aims to achieve an overall yield in the range of 7% to 10% by combining various income streams for a steady payout [1] - The portfolio's price may fluctuate, but the income stream remains consistent, indicating a focus on stability in income generation [1] - The portfolio includes access to a leader's personal income portfolio targeting a yield of over 6%, along with community features and performance transparency [1] Group 2 - Jonathan Weber has been active in the stock market and as a freelance analyst, focusing primarily on value and income stocks since 2014 [2]

4 June 2025 | 4:26PM EDT Macro at a Glance: Latest views and forecasts Download PDF | Download PowerPoint To subscribe to Macro at a Glance, visit the page and click "Follow." Changes to flag this week: n Raised our 2025 LME aluminum price forecast to $2,400/mt (from $2,300/mt) to reflect a less severe-than-expected hit to global activity from the trade war but lowered our 2026 price forecast to $2,230/mt (from $2,540/mt) to reflect likely softer balances further out. Watching n Globally, we expect real GDP ...