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Monday links: big lessons
StrategyIt's way too easy to mislead someone with charts. (awealthofcommonsense.com)Once y.....»»
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.....»»
Monday links: buying on weakness
MarketsHow much of retail trading has been driven by boredom? (awealthofcommonsense.com)The bull market's biggest stars ar.....»»
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......»»
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.....»»
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.....»»
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).....»»
Monday links: collective beliefs
MarketsSome signs that equity market senti.....»»
Monday links: go to the data
Retail tradingIt's hard to ignore the impact of retail traders on the stock market. (theirrelevantin.....»»
CDC director says data "suggests that vaccinated people do not carry the virus"
On Monday, the CDC released a study using real-world evidence, which showed that mRNA vaccines are 90% effective at preventing COVID-19 infections. Director of the Centers for Disease Control Rochelle Walensky speaking at a White House press .....»»
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.....»»
Monday links: the power of inertia
StrategyHas the minimum volatility factor been fully exploited? (ft.com)How.....»»
Tuesday links: Black Monday 2.0
YieldsGerman bunds yield almost 200 bp less than US Treasurys. (axios.com)There is still $13.7 t.....»»
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 .....»»
"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.....»»
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.....»»
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.....»»
Experts predict more virus variants will hit Greater Cincinnati
With Hamilton County seeing its first case of the United Kingdom variant of the coronavirus on Monday, experts said Wednesday more variants will pop up locally in the months to come......»»
Only five of 12 Triad counties still rank as Covid-19 hot zones
A month ago, the entire Triad was rated as having critical spread of the Covid-19 virus. Now less than half do. When the state released its latest county alert system on Monday, only five Triad counties are still Covid hot spots, and Forsyth County r.....»»