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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Recent Episodes
Dollar strength breaking EM currencies - contagion risk?·Mar 12
Morning Markets·2 messages
Insurance names rallying on rate cycle peak - contrarian ...·Mar 9 - 12
Morning Markets·8 messages
Mag 7 dispersion hitting multi-year highs - time to pick?·Mar 9
Morning Markets·1 message
Defense stocks hit new highs - is this sustainable?·Mar 5 - 9
Morning Markets·5 messages
Buyback blackouts ending - who's buying back big?·Mar 5
Morning Markets·1 message