The Ledger
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Parker: Trivariate moved underweight on Magnificent Seven stocks in February
“Until early February when the beta got high, the capex got high and all that stuff. So when we went underweight, so, so broadly that's been my generic view of the mag seven.”
Parker: Trivariate tracks Chinese product prices at Target, Walmart, Costco
“The kind of research we're doing is looking at, like, China products you can buy at Target and Walmart and Costco today, and then seeing what the price is gonna be next week, later this week, and see, like, how quickly, if at all, do the prices come up, right?”