| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
American Express will be more severely impacted than Visa and Mastercard by credit card APY caps, as the company is both a card network and issuer, directly facing margin compression from lower interest income.
Mastercard will face near-term downturn from APY caps reducing partner bank margins and network activity, but the author identifies it as an undervalued entry point before subsequent recovery.
Visa will experience short-term selloff due to credit card APY caps reducing partner bank profitability and network traffic, creating a buying opportunity before recovery. The author views this as a secondary impact play with attractive entry pricing.
End of results.