GMG Research

GMG Research

The True Performing Assets In This Market: A Quick Overview

Now that every forward-thinking growth investor got beaten to a pulp, we can look back on our calls from last Sunday to review. What to watch this week: Silver, China, EM, SQ, BTC.

GMG Research's avatar
GMG Research
Jan 24, 2022
∙ Paid
Share

Now that every forward-thinking growth investor got beaten to a pulp, we can look back on our calls from last Sunday to review. Activision was top on our list before being acquired by Microsoft in all cash that Monday morning (up 28%). The Brazil ETF (EWZ) we mentioned was up 4.58% last week on the backs of easing Chinese policy and EM outperformance. L…

Keep reading with a 7-day free trial

Subscribe to GMG Research to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 GMG Research
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture