Trivariate Research, L.P.

Our founder, Adam Parker, recently appeared on CNBC’s Closing Bell to discuss his latest insights on U.S. equities and what investors should be watching in today's market. Curious to learn more about how we can help you navigate these market trends? Contact us at sales@trivariateresearch.com. Watch the clip here: https://lnkd.in/g7TAiCcC

DID YOU KNOW? Q3 2024 was the first quarter in at least 25 years where the S&P500 was up, value beat growth, junk beat quality and hyper growth beat growth. We looked at the last 101 quarters of US market performance (below), and the market was up 71 of those. The market was up and value beat growth 23 quarters since Q3 of 1999 (or 24% of the quarters). The market was up, value beat growth, but hyper growth also beat growth happened twice- this past quarter Q3 2024 and Q2 of 2014. Let us help you navigate these trends and more as you chart your course through the U.S. equity landscape. Contact us at sales@trivariateresearch.com. #USMarkets #SP500 #MarketTrends #InvestmentStrategy Adam Parker

Our recent note on China Stimulus was featured in Business Insider's article, 'Buy US-listed Casino and Copper Stocks to Capitalize on China Stimulus, Research Firm Says.' Interested in accessing this research and exploring our offerings? Contact us at sales@trivariateresearch.com to set up a trial. Read the full article here: https://lnkd.in/gprhGtij Adam Parker

Our founder, Adam Parker, joined CNBC’s ‘Squawk on the Street’ to share his insights on the recent rally in Chinese equities and broader market trends. Watch a clip of the segment here: https://lnkd.in/gc_88G97 Interested in exploring our research offering? Contact us at sales@trivariateresearch.com. 

We see the recent China stimulus as an incremental positive to risk-taking. We analyzed prior China stimuli and our judgment is to own the individual US equities that have reacted strongly this past week or have typically traded with a high correlation to the A-shares. Want to explore our research in more detail? Reach out to us at sales@trivariateresearch.com. #ChinaStimulus #USEquities #MarketAnalysis #InvestmentStrategy Adam Parker

Our recent mega-/large-cap value research was featured in the Barron’s article, “China and the Fed Haven’t Reshuffled the Market—and That’s a Good Thing.” Interested in accessing this research and exploring our offerings? Contact us at sales@trivariateresearch.com Read the full article here: https://lnkd.in/g_jC92PQ

At Trivariate Research, we categorize the top 3000 U.S. stocks by style, into tertiles of growth, value, and a middle ground we call “neither” based on factors including price-to-book, long-term earnings growth, dividend yield, and net debt to market cap. Leveraging our proprietary data model, we published a note focused on large-cap value investing. DID YOU KNOW? The mega- / large-cap value universe has the highest percentage of its market cap. in the highest quality quartile we call “High Quality” and the lowest percentage in the lowest quality quartile we call “Junk” than at any time in at least 25 years. Let us help you contextualize this and other market trends as you navigate the U.S. equity landscape. Contact us at sales@trivariateresearch.com. #ValueInvesting #EquityInvesting #InvestmentStrategy #InvestmentResearch Adam Parker

On Wednesday, October 2nd we’re hosting an exclusive webinar with The Honorable Harold Ford Jr., former Congressional Representative, to discuss the upcoming US election and implications for the economy. Interested in attending and learning more about Trivariate Research? Email us at sales@trivariateresearch.com. #USElection2024 #HaroldFordJr #MarketInsights #PoliticalImpact Adam Parker

Our founder, Adam Parker, appeared on CNBC’s ‘Closing Bell’ to share his insights on the current state of the US equity market. Watch a clip of segment here: https://lnkd.in/gMrK-nmK Interested in trialing our research offering? Email us at sales@trivariateresearch.com.

Our recent research on broken follow-on offerings was featured in the Bloomberg article, “When Snapping Up Follow-Ons Is a Losing Strategy: ECM Watch.” Read the full story here: https://lnkd.in/gYbZ7iyA To learn more about our research and bespoke offerings in equity capital markets, contact us at sales@trivariateresearch.com. Adam Parker