Wednesday links: remaining disciplined

Did you know you can stay up-to-date with all of our posts via our daily e-mail newsletter? Sign up today! MarketsThe S&P 500 dividend now exceeds the yield on the 30-year Treasury bond. (finance.yahoo.com)10-year Greek government bonds now yi.....»»

RatesThe Treasury market is buying into a 'higher for longer' scenario. (c.....»»

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.....»»

MarketsA look back at Q1 .....»»

MarketsEverything that worked last year isn't this year. (awealthofcommonsense.com).....»»

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.....»»

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.....»»

StrategyFive things to consider before selling a big winner, i.e. concentrat.....»»

AlternativesHow global stimulus killed the distressed debt opportu.....»»

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.....»»

MarketsHigh ISM Manu.....»»

Micron Technology Inc. shares rose in the extended session Wednesday after the Boise, Idaho-based chip maker's earnings and outlook topped Wall Street estimates and its CEO defended its capital spending amid a worldwide chip shortage......»»

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.....»»

Retail tradingRetail traders are reveling in their lack of .....»»

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.....»»

MarketsA handful of secular trends are seemingly reversing all at the same time. (compoundadvisors.com)It's easier.....»»

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'.....»»

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.....»»

They knit Day Glove flats from Everlane are possibly the most comfortable we've ever worn. Here's how they've held up for four people in NYC. If you buy through our links, we may earn money from affiliate partners. Learn more. Everl.....»»

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.....»»