Catalyst Edge · Scanner · Tickers · IFED
CATALYST DOSSIER · UPDATED 2026-11-05

$IFED

financials · convergence -11 · conviction AVOID
Convergence Score
-11
Conviction
AVOID
Signals Firing
6
Track Record
2/28
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Why $IFED?

IFED -11 AVOID financials

Quantitative

  • Convergence score: -11 (6 signals firing YoY)

Catalysts

  • Multi-spoke convergence: 6 convergent signals fired: alpha, fed_overlay, sector_overlay, auto_macro_adp_payrolls, auto_macro_durable_goods

Risks

  • Position-sizing discipline: Conviction AVOID (-11 score) — size accordingly; no specific catalyst-fade risk flagged

Bear case

  • Multiple compression: If breadth deteriorates, financials-wide multiples re-rate lower regardless of pick-specific thesis

Sympathy basket (cerebro)

  • HYFM via consumer r=+0.97 sympathetic (score 8)
  • LCII via consumer r=+0.97 sympathetic (score 8)
  • AEI via real_estate r=+0.92 sympathetic (score 1)
  • OPEN via real_estate r=+0.92 sympathetic (score 1)
  • ARIS via materials r=+0.84 sympathetic (score 22)
  • MUR via materials r=+0.84 sympathetic (score 19)

Finance Desk Verdict

Independent agent review — valuation, statement audit, and earnings read on the latest filing.

Valuation: unclearAudit: cautionDesk score: 14/100

IFED is a UBS AG structured note in a supply-event 6-K filing — not an operating-company catalyst — trading at its 90-day low with no news coverage, unknown underlying mechanics, and a new-issuance overhang; not actionable without the prospectus supplement.

Bull case: If IFED tracks a rate-sensitive or volatility index that is now at or near a trough (consistent with the 90-day low price), and if the underlying index reverts, the 20% gap from $44 back toward $55 could close. UBS credit quality is high, so counterparty risk is minimal for near-term holders.

Bear case: New supply issuance into a falling price is a negative technical signal — it implies UBS sees demand at current levels, but it also adds float. If the underlying index continues in the same direction that drove the $55 → $44 move, the note has further downside with no floor other than zero (leveraged/inverse structures can go to near-zero). Additionally, zero news coverage and zero external momentum signal (news_score: 0, momentum_score: 26) suggest the market has little interest in this instrument right now.

Signals Firing

alphafed_overlaysector_overlayauto_macro_adp_payrollsauto_macro_durable_goodsauto_macro_fx_rates
Each tag is a spoke that flagged this ticker today. Weights tuned weekly against published outcomes.

Recent SEC Filings

Pick Track Record

DateListNext-day max runNext-day closeHit +2%?
2026-11-02sec_top_gappers+0.0%+0.0%—
2026-11-02sec_top_moat_emerging+0.0%+0.0%—
2026-10-29sec_top_gappers+2.8%+2.8%✓ hit
2026-10-29sec_top_moat_emerging+2.8%+2.8%✓ hit
2026-10-27sec_top_gappers+0.0%+0.0%—
2026-10-27sec_top_moat_emerging+0.0%+0.0%—
2026-10-19sec_top_gappers+0.0%+0.0%—
2026-10-19sec_top_moat_emerging+0.0%+0.0%—
2026-10-08sec_top_gappers+1.4%+1.4%—
2026-10-08sec_top_moat_emerging+1.4%+1.4%—
2026-10-06sec_top_gappers+0.0%+0.0%—
2026-10-06sec_top_moat_emerging+0.0%+0.0%—
Lifetime: 2/28 wins · hit-rate 7.1% on +2% intraday

Sympathy Basket

Tickers Catalyst Edge tracks as moving with this name. Cross-correlation derived from sector + score-cohort proximity.

Earnings Catalyst

No recent earnings event.

Auto-generated from public filings + tier-1 wires. Catalyst Edge publishes its picks and its losses — see the trust report and methodology. Not financial advice. Confirm independently before trading.

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