Category Archives: Industry Analysis

Energy and metals – Part III

Energy and metals – Part III

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Study of 5G opportunities

Study of 5G opportunities

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Study of Energy industry

study of energy industry

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Good reading: UBS’s study of investment in Asia and China

In depth study of investing in Asia and China by UBS.

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New ETFs to short retail industry

Here are some new ETFs to short retail industry, I need to really dive in to study this industry. Opportunity is here?

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Amazon’s victims – from cnbc

Here are all Amazon’s victims. Will this trend continue?

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New idea: homebuilders

I agree with ML’s idea on home builders stocks. Maybe I should spend more time on this sector

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Trump matrix and stock ideas

Here is “Trump Matrix” from DashofInsight, I might can use this matrix to plan on a few ideas,

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When shorting retailers, try to avoid the activist investors’ hit list

So far, it might be a good idea to short a few retailers to hedge my portfolio, but in the meantime, I need to avoid the activist investors’ hit list

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Mnuchin on FNMA overhaul

Mnuchin on FNMA overhaul – “”

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