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Friday links: not taking enough risk

MarketsTIPS are on sale. Time to buy. (morningstar.com)Two reasons why yields are higher this year. (carsongroup.com)The stock-bond correlation has flipped positive. (mrzepczynski.blogspot.com)BooksWhy you should re.....»»

Category: dealsSource: nytApr 19th, 2024

Monday links: a new sense of the world

Markets2020 vs. 2021: a year in contrasting markets. (awealthofcommonsense.com)The original Roaring 20's happened with low starting stock valuations. (bloomberg.com)St.....»»

Category: blogSource: abnormalreturnsMay 24th, 2021

I once bought a 6-month supply of toilet paper on Prime Day and it remains one of the best decisions I"ve ever made

Most people use Prime Day as an opportunity to save on pricier tech items like TVs, speakers, and phones. I use Prime Day to stock up on toilet paper. If you buy through our links, we may earn m.....»»

Category: dealsSource: nytMay 24th, 2021

Friday links: a speculative collectable

MarketsOption traders have flipped and are now buying puts. (sentimentrader.com)MOVE is the VIX for bonds. (economist.com)StrategyNovel Investor, "Market history is filled with brief episodes where any stock price is considered reasonable.".....»»

Category: blogSource: abnormalreturnsMay 21st, 2021

Wednesday links: a psychological minefield

MarketsInterest in SPACs and IPOs are way off their highs. (mrzepczynski.blogspot.com)2021 is looking to be the year of the stock buyback. (ft.com)Str.....»»

Category: blogSource: abnormalreturnsMay 12th, 2021

Research links: a sin stock factor

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... ResearchWhat it takes to rescue the value premium from irrelevance. (alphaarchitect.com)Can anything be.....»»

Category: blogSource: abnormalreturnsMay 11th, 2021

Monday links: an inevitable outcome

MarketsJust because the stock market is at all-time highest doesn't all stocks are. (awealthofcommonsense.com)The Dow is off to one of its best starts to the year in history. (sentimentrader......»»

Category: blogSource: abnormalreturnsMay 10th, 2021

Thursday links: obvious opportunities

MarketsAnother measure of how strong the stock market was in April. (sentimentrader.com)Putting the rise in c.....»»

Category: blogSource: abnormalreturnsMay 6th, 2021

Monday links: today’s noise

April 2021Every major asset class was higher in April 2021. (capitalspectator.com)The stock market is up 10 of the past 13 months. (crossingwallstreet.com)Bond returns had a reprieve in April. (humb.....»»

Category: blogSource: abnormalreturnsMay 3rd, 2021

Tuesday links: a super-volatile stock

MarketsInvestors can't help but fight the last war, i.e. bear market. (awealthofcommonsense.com)Why Treasury rates are so.....»»

Category: blogSource: abnormalreturnsApr 27th, 2021

Research links: the average stock

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Hedge fundsT.....»»

Category: blogSource: abnormalreturnsApr 27th, 2021

Sunday links: the true nature of money

MarketsBubble talk is rampant. (marketwatch.com)The S&P 500 is NOT the stock market. (evidenceinvestor.com)StrategyThe world changes over time and so does the stock market. Why models go obsolete. (awealthofcommonsense.com)Why.....»»

Category: blogSource: abnormalreturnsApr 25th, 2021

Monday links: components of a bubble

MarketsU.S stock market breadth is historically strong. (wsj.com)Zooming out a bit, the value stock comeback is but a blip. (theirrelevantinvestor.com)If inflation is coming, prefer consumer staples to consumer discretionary stocks. (sentimentrader.com).....»»

Category: personnelSource: nytApr 19th, 2021

Tuesday links: additional asset classes

StrategyThere definitely are growth and value cycles. Good luck trying to time them. (awealthofcommonsense.com)The case against active stock picking: how will you ever know if you are any good at it? (ofdollarsanddata.com)New age stock traders have a ver.....»»

Category: blogSource: abnormalreturnsApr 6th, 2021

Monday links: go to the data

Retail tradingIt's hard to ignore the impact of retail traders on the stock market. (theirrelevantin.....»»

Category: blogSource: abnormalreturnsApr 5th, 2021

Wednesday links: how to end a boom

Yield10-year Treasury yields are back to January 2020 levels. (ft.com)The muni market outperformed Treasuries in Q1. (bnnbloomberg.ca)Bull marketsHistorically stock market crashes have been.....»»

Category: blogSource: abnormalreturnsMar 31st, 2021

Wednesday links: starting sooner

MarketsStock market rotation is always happening, sometimes more dramatically than others. (ritholtz.com)Although less dramatic, the muni bond market experienced a big rebound in the past year. (morningstar.com)StrategyWhen stock market b.....»»

Category: blogSource: abnormalreturnsMar 24th, 2021

Tuesday links: an extraordinary rally

StrategyWhat you need to know about minimum volatility strategies. (theirrelevantinvestor.com)The stock market cares more about inflation than interest rates. .....»»

Category: blogSource: abnormalreturnsMar 23rd, 2021

Sunday links: a common investing mistake

MarketsToday's stock market is dominated by a new class of high-profile promoters. (wsj.com)How market valuations serve as a Rorschach test for investors. (humbledollar.com)Four signs that you are in the mids.....»»

Category: blogSource: abnormalreturnsMar 21st, 2021

Thursday links: macro predictions

MarketsPenny stock trading is booming. So are penny stock scams. (nytimes.com)What it's like to sell your Tesla ($TSLA) shares way too early. (monevator.com)CryptoBNY Mellon ($BK) is investing in crypto startup Firebloc.....»»

Category: dealsSource: nytMar 18th, 2021