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Wednesday links: going all-in on a bad hand
StrategyHow you implement a commodities allocation matters. (morningstar.com)Two things you probably don't need to worry about, including index concentration. (awealthofcommonsense.com)Closed-end funds hav.....»»
Wednesday links: looking inward
MarketsA look back at Q1 .....»»
Wednesday links: lessons learned
MarketsEverything that worked last year isn't this year. (awealthofcommonsense.com).....»»
How to watch the first half of "The Handmaid"s Tale" season 4 on Hulu
The fourth season of "The Handmaid's Tale" premiered on April 28. New episodes will debut every Wednesday through June 16 exclusively on Hulu. If you buy through our links, we may earn money from affiliate partners. Learn more. "Th.....»»
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.....»»
Wednesday links: paying for content
StrategyFive things to consider before selling a big winner, i.e. concentrat.....»»
Wednesday links: a special breed
AlternativesHow global stimulus killed the distressed debt opportu.....»»
Wednesday links: believing in Bitcoin
MarketsA lot of typical value names are showing up in momentum baskets. (ft.com)StrategyWhy you need to understand the difference between 'shallow risk' and 'deep risk.' (thefinancialbodyguard.co.....»»
Wednesday links: a bubblicious question
MarketsHigh ISM Manu.....»»
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.....»»
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.....»»
Wednesday links: a crucial role
MarketsA handful of secular trends are seemingly reversing all at the same time. (compoundadvisors.com)It's easier.....»»
Wednesday links: market crash severity
MarketsThe small cap comeback is more impressive than the value comeback. (blog.validea.com)Rising prices doth not a bubble make. (time.com)Interest rates aren'.....»»
Wednesday links: safe to say
StrategyA well-diversified portfolio allows you to survive any economic regime. (portfoliocharts.com)Why all the bubble talk is ultimately counterproductive. (capitalspectator.com)Our brains aren't designed for taking o.....»»
Wednesday links: overcoming abysmal odds
MarketsThe stock market is having hard time going down. (theirrelevantinvestor.com)Investors bought a record amount of structured notes in 2020. (wsj.com)CompaniesVisa ($V) and MasterCard ($MA) are pl.....»»
Wednesday links: false tops
MarketsWhile you weren't paying attention, long term Treasury yields have risen for the past six months. (theirrelevantinvestor.com)Josh Brown, "The risk-free rate is zero and, as a result, no one has any care or concern for .....»»
Wednesday links: independent thinking
MarketsPersistent stock market uptrends rarely end suddenly. (quantifiableedges.com)Why propane prices are on.....»»
Wednesday links: miscast monikers
Are you already signed up for our daily e-mail newsletter? That’s awesome, but did you also know that we publish an adviser-focused... Retail tradingWe're still seeing after effects from GameStop ($GME) in the broader market. (theirrelev.....»»
Wednesday links: sensational clickbait
Are you already sign.....»»
Wednesday links: monotonic returns
Are you already signed .....»»