I am an independent trader with over 25 years of experience working on the buy and sell-side. I have researched and invested in traditional and alternative asset classes and worked at Pensions Funds, International Banks and Dealers.
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Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.