Tuesday links: complex and overwhelming

DiversificationThe S&P 500 is now nearly 40% of global market cap. (apolloacademy.com)International diversification requires a long time horizon. (awealthofcommonsense.com)StrategyInvestment misses.....»»

MarketsWhy TIPS are more attractive than nominal bonds at this point. (morningstar.com)Chinese stocks have b.....»»

StrategyWiden your investing lens. (awealth.....»»

GeopoliticsA look at how geopolitical events affect the stock market. (cars.....»»

On Tuesday, Tesla eliminated inventory discounts across its vehicle lineup, excluding demo cars or used vehicles. read more.....»»

StrategyJoe Wiggins, "It is important to r.....»»

MarketsThe VIX and credit spreads are both near multi-yea.....»»

Tuesday links: ironclad proof.....»»

BondsWhy it's hard to get excited about bonds today. (mornings.....»»

MarketsWhat the magazine cover indicator is saying right now. (allstarcharts.com)Fund managers are positioning for inflation. (marketwatch.com)Gold is rallying. (sentimentrader.com)Retail trading2020 saw a big increase.....»»

MarketsA record number of stocks have been making 52-week highs. (sentimentrader.com)Last year's hottest stocks have been the worst performers YTD. (theirr.....»»

MarketsThe transportation stocks are on a historic roll. (sentimentrader.com)The commodity futur.....»»

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

MarketsThe amount of short selling has collapsed. (finance.yahoo.com)Corporate insiders have turned.....»»

President Joe Biden on Tuesday addressed the murder case against former police officer Derek Chauvin in the death of George Floyd, confirm.....»»

Asset allocaitonAsset allocation helps us capture.....»»

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.....»»

MarketsAn assessment of the Treasury bond .....»»

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

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