Global macro

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SPTI: Retail Sales Rising Could Mean PPI Inflation Is Transmitting
Seeking Alpha· 2025-09-17 16:19
Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The SPD ...
Block Pops On Q2 Earnings, But The Real Test Is Coming (Rating Upgrade)
Seeking Alpha· 2025-08-09 13:15
投资服务内容 - The Pragmatic Investor提供全球宏观、国际股票、大宗商品、科技和加密货币领域的投资指导,服务对象涵盖各级投资者 [1] - 服务内容包括The Pragmatic Investor投资组合、每周市场更新通讯、可操作交易建议、技术分析和聊天室功能 [1] - 该投资服务专注于构建稳健且真正多元化的投资组合,以实现财富持续保值和增值 [1] 分析师背景 - James Foord是专业经济学家,拥有十年全球市场分析经验 [1] - 目前领导The Pragmatic Investor投资团队 [1]
The Great Healthcare Shake-Up: Can UnitedHealth Lead A Recovery?
Seeking Alpha· 2025-07-18 13:30
投资服务内容 - The Pragmatic Investor提供全球宏观、国际股票、大宗商品、科技和加密货币的投资指导 [1] - 服务内容包括投资组合构建、每周市场更新、可操作交易建议和技术分析 [1] - 提供聊天室功能,适合不同水平的投资者参与 [1] 分析师背景 - James Foord为经济学家,拥有十年全球市场分析经验 [1] - 专注于构建稳健且多元化的投资组合,以实现财富保值增值 [1]