Wednesday links: portfolio appendages

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'.....»»

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.....»»

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 .....»»

MarketsA look at how much the yield curve has been steepening. (sentimentrader.com)How a modern, barbell portfolio strategy has performed of late. (thereformedbroker.com)CompaniesDisney+ ($DIS) will soon exceed 100 million sub.....»»

MarketsPersistent stock market uptrends rarely end suddenly. (quantifiableedges.com)Why propane prices are on.....»»

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.....»»

We are now publishing our ESG links on a monthly basis. You can check out the previous set of links including a... PodcastsMeb Faber talks resources and climate change as an investment strategy with Lucas White, a portfolio man.....»»

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Are you already signed up for our daily e-mail newsletter? That’s awesome, but did you also know that we publish an adviser-fo.....»»

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We rounded up the best deals happening on Wednesday, January 6, 2021. Save big on Lodge cast iron skillet, Apple Watch, Our Place pan, and more. When you buy through our links, we may earn mo.....»»

Are you already signed up for our daily e-mail newsletter? That’s awesome, but did you also know that we publish an.....»»

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the... Portfolio managementPat.....»»

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... MarketsThe energy sector hasn't done this in over two years. (sen.....»»

We rounded up the best deals happening on Wednesday, December 23, 2020. Save big on GE smart bulbs, Jabra Elite 75t, trtl Pillows, and more. When you buy through our links, we may earn money from our affiliate partners. Lea.....»»

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... Markets2020 has seen very few losing st.....»»

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... CompaniesTen su.....»»