A market-beating investor on Charles Schwab’s exclusive list of top-tier mutual funds explains why he believes traditional value investing never really worked — and shares his strategy for identifying the best cheap stocks https://t.co/KqVP0FbjpA
— Business Insider (@businessinsider) December 23, 2020
Yes Virginia, Valuation Matters. But There Are No Easy Shortcuts | RealClearMarkets https://t.co/uqBeV5QxAP
— Paul Blinn (@PaulBlinn) December 30, 2020
News Was Poison In 2020. It Will Be Worse In 2021. https://t.co/BsE11OF0VX
— Paul Blinn (@PaulBlinn) January 3, 2021
Tech’s top seven companies added $3.4 trillion in value in 2020 @CNBC https://t.co/7QdQFxT1Zc
— Paul Blinn (@PaulBlinn) January 3, 2021
One of these was leverageable without a redemption event/margin call/divorce/Bentley repossession. https://t.co/TCEQ4HDycq
— Skeletor (@SkeleCap) December 31, 2020
Our winners and losers for 2020: pic.twitter.com/mSLkVCMbsR
— Visual Capitalist (@VisualCap) January 1, 2021
Okay Dow haters.
After being down 34.9% YTD on March 23, the Dow rallied to close on its high for the year on New Year’s Eve, up 9.7%. The FATMAN-G-heavy S&P 500 was up 18.4%.
Since 1980, we’ve had 34 up years, and 7 down years.
And here’s 2020 from a longer term perspective. pic.twitter.com/kQtevrMY0m
— Drew Dickson (@AlbertBridgeCap) January 1, 2021
— Lyn Alden (@LynAldenContact) January 3, 2021
The media follows mood. pic.twitter.com/uGLd4TDfmm
— Peter Atwater (@Peter_Atwater) January 4, 2021
Interesting look at 2020 performance across S&P 500 variants from @ChrisBennettCFA and team’s latest note.
S&P 500 Growth edged out Pure Growth largely on the basis of being cap weighted. pic.twitter.com/Fr4U2T92dy
— Ben Johnson, CFA (@MstarETFUS) January 4, 2021
US Home Price Appreciation by City…
Data via @ycharts pic.twitter.com/GbE09qi1aX
— Charlie Bilello (@charliebilello) January 4, 2021
Weakest US #dollar since 2018, but will we see renewed near-term strength in light of the deteriorating health/economic outlook?
via @markets @SoberLook pic.twitter.com/aXVJAhFMbF
— Gregory Daco (@GregDaco) January 4, 2021
Gold, the serial loser, continues its now infamous streak of underperformance. This useless rock is now hitting the lowest levels relative to the nasdaq in almost 20 years. Few places have been worse than precious metals $GC_F $COMPQ $GLD pic.twitter.com/drldi0vzNO
— J.C. Parets (@allstarcharts) December 29, 2020
$spx pic.twitter.com/wKBbbAJNgM
— VIX Squared (@vixsquared) December 27, 2020
More than 10 million new brokerage accounts were opened in 2020 as individuals piled in to bet on stocks. https://t.co/ZGm68tkXTL
— Paul Blinn (@PaulBlinn) December 30, 2020
New Zealand’s housing crisis poses big test for Jacinda Ardern https://t.co/jJ1YgodU9H
— Financial Times (@FT) January 5, 2021
Two of the most successful investments of the year.$TSLA – A car with an iPad 743.44%$PTON – A bike with an iPad 434.23%
Hehe.
— Mark (@TheMarkCooke) January 2, 2021
Wall Street just brought to IPO 2 companies with a combined revenue of $5.8B and investors are paying a combined market valuation of $169B.$DASH$ABNB
Just tweeting this for future reference in case someone later claims nobody could’ve seen this coming.
— Sven Henrich (@NorthmanTrader) December 10, 2020
Exxon, Pfizer and Raytheon out of the Dow Jones, replaced by Salesforce, Amgen and Honeywell
Exxon was the world’s largest company in 2013
— zerohedge (@zerohedge) August 24, 2020
Energy ETF forming a “W” bottom after 6-years of lower highs? $XLE $USO $OSX $SPX https://t.co/mipKlZrI1x@MarketSmith @InvestorsBusinessDaily #IBDinfluencer #IBDpartner pic.twitter.com/XuiGTVmV4h
— Chris Kimble (@KimbleCharting) December 10, 2020
Is #Tesla’s market cap really that insane? pic.twitter.com/8R5nUYD577
— jeroen blokland (@jsblokland) January 3, 2021
Growth / Value (Russell 1000 Growth / Russell 1000 Value) … Note Neckline. pic.twitter.com/dFqWCZGMuu
— Nautilus Research (@NautilusCap) January 7, 2021
US companies have borrowed a record $2.5 trillion in the bond market this year, driving leverage to an all-time peak for higher-rated companies. At the same time, the number of zombie companies is also approaching the historic peak.
https://t.co/PUj1WBjQl2 pic.twitter.com/zvlWZytTfB— Lisa Abramowicz (@lisaabramowicz1) December 22, 2020
Offshore Drillers are “stranded assets”
Well there goes 45% of oil majors proven reserves pic.twitter.com/vJrZ0KQzwi
— Ferg (@trader_ferg) December 8, 2020
Common narrative “coal is in terminal decline”
1,790,642MW operating coal plants globally
Additional 11% or 199,572MW under construction
Additional 17% or 297,829MW planned
So there are plans to add nearly 1/3 to the global coal fleet
Only developed countries are in decline pic.twitter.com/7C5hZ3vmtI
— Ferg (@trader_ferg) December 9, 2020
Used auto market is $841bn and 0.9% penetrated online $VRM $CVNA pic.twitter.com/08FXOrJn7q
— In Practise (@_inpractise) December 22, 2020
New ATH for Stryker. The 30-year chart is … impressive. pic.twitter.com/DgINNshtqe
— Eddy Elfenbein (@EddyElfenbein) January 4, 2021
There should be a picture of Semiconductors in the Technical Analysis Encyclopedia under “Relative Strength” $SOX $SMH $XLK $SPX $SPY pic.twitter.com/94DS8MoN0o
— J.C. Parets (@allstarcharts) November 22, 2020
$DASH Cap by @HowardWPenney pic.twitter.com/oHIHjqnb1T
— Keith McCullough (@KeithMcCullough) December 11, 2020
‘For the 28th time since 2006, the VVIX climbed to a level that’s fives times the VIX. In previous instances, the VIX rose 90% of the time two months later.’ https://t.co/QtgVagq7e3 pic.twitter.com/HU6KLRJs6B
— Jesse Felder (@jessefelder) November 14, 2020
🇺🇸 Return
Multiple expansion and dividend explain the S&P 500’s total return in 2020, despite negative earnings growth
👉 https://t.co/7Lvn6R5dKuh/t @SoberLook #markets #investing #assetallocation #returns#sp500 $spx $spy #stocks #earnings #EPS #stockmarket #equities pic.twitter.com/rV0Utfx5Wk
— ISABELNET (@ISABELNET_SA) January 5, 2021
Global food prices reached a six-year high in December and are likely to keep rising into 2021. https://t.co/rvSEdfIiuD
— BloombergQuint (@BloombergQuint) January 8, 2021
TOLL BROTHERS CEO: “We are currently experiencing the strongest housing market I have seen in my 30 years at Toll Brothers and we continue to increase prices in nearly all of our communities.”
— Steven Russolillo (@srussolillo) December 7, 2020
Copper closed at its highest level in 8 years. $COPPER pic.twitter.com/60jwzBbi1N
— Charlie Bilello (@charliebilello) January 6, 2021
US high-yield bond spreads are approaching pre-crisis lows.https://t.co/XeymCmeqqW pic.twitter.com/rjBwB0jUfC
— (((The Daily Shot))) (@SoberLook) January 7, 2021
It is interesting that real rates aren’t getting the same attention they received a few months ago even as they now move lower. h/t @SoberLook pic.twitter.com/fiFIkWpZng
— Peter Atwater (@Peter_Atwater) December 16, 2020
US inflation expectations (5-year breakevens) rise to their highest levels since October 2018: 1.95%.
Back then the Effective Fed Funds Rate was above 2%. Today it’s at 0.09%.
Chart via @ycharts pic.twitter.com/gHNdvd92sb
— Charlie Bilello (@charliebilello) January 4, 2021
Tremendous outcomes love preparation #uranium pic.twitter.com/m4hpz4Hljl
— Ferg (@trader_ferg) November 13, 2020
You are here. Just change the names. 👇 pic.twitter.com/cPE844Db1E
— FrenchMunger (@FrenchCMunger) January 8, 2021
🇯🇵 Why Buffett Bought Japanese Stocks
by Nick Schmitz @verdadcap https://t.co/A6Kq7mZfrW pic.twitter.com/XAY4AiliIa— Philippe 😷 Maupas (@philmop) September 15, 2020
#Japan’s #debt problem solved? #centralbanks #bondbuying pic.twitter.com/ZtX1j5WusM
— jeroen blokland (@jsblokland) December 21, 2020
Here’s a disturbing chart! #debt pic.twitter.com/DbS2pJo4f2
— jeroen blokland (@jsblokland) December 18, 2020
This is what the average Dow year looks like. pic.twitter.com/PgiFGf27z7
— Eddy Elfenbein (@EddyElfenbein) September 8, 2020
FWIW $SPY pic.twitter.com/ehpWwz9YcR
— Pivot Analytics 🟢 (@pivotanalytics) September 28, 2020
Which Fund Companies Supported Climate Via Proxy Votes? https://t.co/NtHhUvBAun
— Paul Blinn (@PaulBlinn) January 5, 2021
Now do mutual funds….🤮 https://t.co/b92LYEUahP
— Meb Faber (@MebFaber) December 16, 2020
This is the killer chart…literally. pic.twitter.com/OhptBVbrtz
— Raoul Pal (@RaoulGMI) January 5, 2021
1/ Science Fictions (Stuart Ritchie)
“Entirely avoidable errors routinely make it past the Maginot Line of peer review. Books, media reports and our heads are being filled with ‘facts’ that are incorrect, exaggerated, or drastically misleading.” (p. 5)https://t.co/QM5iCGMUAK pic.twitter.com/2BmM4G4TzW
— Darren 🥚 (@ReformedTrader) December 8, 2020
Charlie Munger didn’t join Warren Buffett and Berkshire until he was 52 years old (in 1978).
Let this be your friendly reminder that it’s never too late for you. pic.twitter.com/XvOPz3RkxU
— Rohun (@RohunJauhar) December 19, 2020
