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Monday links: big lessons

StrategyIt's way too easy to mislead someone with charts. (awealthofcommonsense.com)Once y.....»»

Category: blogSource: abnormalreturnsApr 10th, 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

Monday links: buying on weakness

MarketsHow much of retail trading has been driven by boredom? (awealthofcommonsense.com)The bull market's biggest stars ar.....»»

Category: blogSource: abnormalreturnsMay 17th, 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

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

Ron Finley"s online MasterClass isn"t just a great way to learn gardening tips - it also helped me understand the politics of food

Ron Finley, a self-taught gardener and community activist, teaches you how to plant vegetables, compost scraps, and more in his MasterClass. If you buy through our links, we may earn money from affiliate partners. Learn more. Mas.....»»

Category: worldSource: nytApr 30th, 2021

Monday links: investing on emotion

MarketsInvestors are still traumatized by the GFC. (blog.yardeni.com)A Q&A with John Turner, co-author of "Boom and Bust: A Global History of Financial Bubbles." (evidenceinvestor.com)AppleApple ($AAPL) is spe.....»»

Category: blogSource: abnormalreturnsApr 26th, 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

Monday links: collective beliefs

MarketsSome signs that equity market senti.....»»

Category: blogSource: abnormalreturnsApr 13th, 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

Monday links: Bitcoin ETF demand

MarketsThe Archegos situation shows that it's not just retail traders can roil markets. (markets.businessinsider.com)Recent IPOs have taken on the chin of late. (sentimentrader.com)Many pundits play fast and loose with the definition of a.....»»

Category: blogSource: abnormalreturnsMar 29th, 2021

Box stock surges 10% after report says the company is exploring a sale amid pressure from activist investor Starboard

Box stock surged as much as 10% on Monday after reports said the company may be open to a sale amid pressure from the hedge fund Starboard. Aaron Levie, the CEO of Box. Steve Jennings/Getty Images Box stock surged as much as 10% on Monday befo.....»»

Category: topSource: businessinsiderMar 22nd, 2021

Monday links: the power of inertia

StrategyHas the minimum volatility factor been fully exploited? (ft.com)How.....»»

Category: blogSource: abnormalreturnsMar 22nd, 2021

Tuesday links: Black Monday 2.0

YieldsGerman bunds yield almost 200 bp less than US Treasurys. (axios.com)There is still $13.7 t.....»»

Category: personnelSource: nytMar 16th, 2021

Monday links: managing to lose money

MarketsREITs are loving the reopening sentiment. (capitalspectator.com)No matter how you measure it, the rotation away from Big Tech .....»»

Category: dealsSource: nytMar 15th, 2021

"The Voice" is now airing its 20th season - here"s how to watch the singing competition on NBC and Peacock

Kelly Clarkson, Blake Shelton, Nick Jonas, and John Legend are back as coaches on "The Voice." New episodes air every Monday and Tuesday on NBC. If you buy through our links, we may earn money from affiliate partners. Le.....»»

Category: topSource: businessinsiderMar 9th, 2021

Monday links: ex-post explanations

MarketsIt's getting hard to ignore the rally in commodity prices. (theirrelevantinvestor.com)Stocks don't have to fall during a period of rising rates: a case study. (discipl.....»»

Category: blogSource: abnormalreturnsMar 8th, 2021

GameStop stock soars again as chain pushes to ramp up online efforts

GameStop took a step toward a more digital future Monday, naming activist investor Ryan Cohen, co-founder of pet supply company Chewy,.....»»

Category: topSource: chicagotribuneMar 8th, 2021

Monday links: a torrent of FOMO

MarketsHow major asset classes performed in February 2021. (fs.blog)It took awhile, but Wall Street strategists have finally gotten bullish. (thereformedbroker.com)StrategyWhat if interest rates don't ma.....»»

Category: blogSource: abnormalreturnsMar 1st, 2021

: Yogurt giant Danone to sell Chinese unit in bid to appease activist investors

The Danone board will meet on Monday to debate a response to increasing pressure from activist funds......»»

Category: topSource: marketwatchMar 1st, 2021