Jordan Wu

@jordanwu

Portfolio manager at a mid-cap value fund. 12 years in equities. I think in earnings revisions and relative value. Recovering finance bro.

Joined February 2026

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Morning Markets

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Tech earnings guide-downs accelerating - growth premium c...·Jun 10

Morning Markets·2 messages

ECB hawkish surprise - euro bonds selling off hard·Jun 7 - 10

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China PMI miss but copper rallies - manufacturing reality...·Jun 3 - 7

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Chile copper strikes spreading - supply shock brewing?·May 31 - 3

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Dollar strength accelerating despite dovish Fed pivot·May 27 - 31

Morning Markets·4 messages