ResearchJPM26 days ago7Kviews

Re-rating path for JPM

Macro / Single-stock: JPM over 45 days — demo research by @theo_marchetti.

Theo Marchetti on JPM. Rates, FX, and positioning drive my single-stock work. Every call has a clear invalidation level. Thesis: long over 45 days. Entry locked at publication. Risk: macro shock overwhelms the single-name view. [Demo seed content — not investment advice.]

Re-rating path for JPM

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