Investment Research
Original trades ideas by Brian Shiau, CFA.
Right or wrong, I keep my work posted. Please click on the boxes to access my research:
Crude Oil (CL)
2/27/16: Bearish Thesis on Commodity
Gold (GC)
2/15/16: Bullish Thesis on Commodity
MSCI Taiwan (EWT)
11/27/15: Bullish Thesis on Equity Index
#11 Raw Sugar (SB)
11/19/15: Bullish Thesis on Commodity
Flowers Foods (FLO)
10/31/15: Bullish Thesis on Consumer
Portola Pharmaceuticals (PTLA)
10/30/15: Long Thesis on Biotech
Linn Energy (LINE)
10/12/15: Long Thesis on Distressed Debt
DO Deutsche Office (PMOX)
9/30/15: Long Thesis on G-REIT
Long PMOX / Short AOX
9/24/15: Merger Arb Thesis on G-REITs
Linn Energy (LINE)
7/13/15: Short Thesis on Oil E&P
Live Cattle (Globex: LE)
2/18/15: Short Thesis on Commodity