Jeff Bezos to Quant “value” investors- I’m thinking of expanding $amzn beyond books – should I invest in my business? They all say – No Don’t!!! Our models show companies that invest in their business have negative returns. Beyond idiotic. Why is quant”value” taken seriously?
— Rafael Resendes (@rresendes) February 4, 2021
The NYSE held trading in many different buildings before making its home on 11 Wall Street where it remains today.
My favorite period is the late 1800s, when the NYSE was housed on 14 Broad Street.
here are some photos showing its beautiful interior: pic.twitter.com/MgHjFn0Q5U
— Hide Not Slide (@HideNotSlide) January 30, 2021
Every #stock price has set of embedded future expectations a company must meet to justify its price.
With so much squeezing happening.
I thought it prudent to share what $GME must deliver in Sales and EBITDA Margins to justify $325. #AMC #HoldTheLine #HOLD #Silver pic.twitter.com/JsBFH6k3YX
— Saul Marquez (@saulmarquezafg) February 1, 2021
“…in the late ’90s Janus was receiving 70% of every dollar invested into Mutual Funds…”
wow.
great podcast @EricBalchunas @joelwebershow https://t.co/H2NiSP8oa0
— Christian Fromhertz (@cfromhertz) January 10, 2021
Remarkable headline on @WSJ cover page today; complete opposite of what’s been written in headlines in years past pic.twitter.com/TVNG09FHvR
— Liz Ann Sonders (@LizAnnSonders) January 28, 2021
A new all-time low for U.S. junk bond yields, of 4.13%: pic.twitter.com/c8zrKATtj8
— Lisa Abramowicz (@lisaabramowicz1) January 20, 2021
Janet Yellen faces the challenge of supporting Biden’s spending agenda while addressing the U.S.’s rapidly rising debt levels, which she has previously said will eventually become unsustainable if left unchecked. https://t.co/EUhA5yRspx pic.twitter.com/Luh2yskR7w
— Lisa Abramowicz (@lisaabramowicz1) January 18, 2021
this is insane https://t.co/PeLPtWwRde
— 𝕮𝖍𝖎 (@chigrl) January 18, 2021
Canada’s residential investment is now 9.43% of GDP.
During the US housing bubble, residential investment peaked at 6.4%.
The Canadian economy is now more dependent on real estate than the US was before the Great Recession.#ToRe #VanRe https://t.co/1yrIBfxE69 pic.twitter.com/UPmMHIiQ9G
— Better Dwelling (@BetterDwelling) January 14, 2021
Stock, Bond & Cash Returns: 1928-2020 https://t.co/MU88P5aArE
— Paul Blinn (@PaulBlinn) January 17, 2021
What the 2020 census will reveal about America: Stagnating growth, an aging population, and youthful diversity https://t.co/icwwY7cqkl via @BrookingsInst
— Paul Blinn (@PaulBlinn) January 18, 2021
These are the countries most affected by the decline in working age populations https://t.co/TEtUUmCwwU #World #Population pic.twitter.com/kP3Sv6JRTw
— World Economic Forum (@wef) January 18, 2021
Church of England to step up pressure on firms to improve diversity | Ethical business | The Guardian https://t.co/HkV5ll141a
— Paul Blinn (@PaulBlinn) January 18, 2021
NextEra, Iberdrola and Enel are fast-growing giants with market values rivalling Exxon and BP. So how come many people have never heard of them? https://t.co/0qd0QuyXbR
— Paul Blinn (@PaulBlinn) January 16, 2021
How liquor brand Kweichow Moutai took over China and became the world’s largest beverage maker – CNN https://t.co/YKK8RTmqiA
— Paul Blinn (@PaulBlinn) January 16, 2021
important & worrying reading:
“Federal agricultural policy in the United States does not subsidize “farming”—it overwhelmingly bankrolls a particular kind of #farming dominated by large landowners (or banks)” #FarmLaws #BigAg https://t.co/3UbD30o3ZM pic.twitter.com/kaFUnJxTIR
— 𝐓𝐡𝐞𝐫𝐞 𝐢𝐬 𝐧𝐨 “𝐏𝐥𝐚𝐧𝐞𝐭 𝐁” (@GrrlScientist) January 12, 2021
— La nuit sera calme (@NuitSeraCalme) January 13, 2021
3. China’s State Sector
‘The total market value of cryptocurrencies surpassed $1 trillion for the first time Thursday amid a frenzied and volatile rally in Bitcoin to yet another record.’ https://t.co/Y1lhBIQ6j9 pic.twitter.com/5v2viYpsK8
— Jesse Felder (@jessefelder) January 7, 2021
The Big Mac index shows the majority of the world’s currencies are still undervalued relative to the dollar: https://t.co/wcovylggte pic.twitter.com/Wpgps0PKud
— Jesse Felder (@jessefelder) January 16, 2021
Zombie companies still outperforming broader market on rolling 1m basis; but we’re past peak spread for now @DataArbor @Bloomberg pic.twitter.com/4daGw4YTEP
— Liz Ann Sonders (@LizAnnSonders) January 13, 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
The Dramatic Evolution of Emerging Markets | Morningstar https://t.co/x4ro6Li0NY
— Paul Blinn (@PaulBlinn) January 29, 2021
Active Success: Investing Lessons from Odysseus | CFA Institute Enterprising Investor https://t.co/rTfvSHTA3u
— Paul Blinn (@PaulBlinn) January 20, 2021
Further proof of the “False Bargain of Passive Investing.”
Applied Finance Valuation Averages in S&P500 by MKT Cap:
•Top 10 (-28.5%)
•Top 25 (-26.8%)
•Top 100 (-12.6%)
•S&P500 average (-7.6%)
•Bottom 250 (-3.2%)— Chris Austin (@caustin34) February 2, 2021
Why are the S&P indices so hard to beat? Because they are not passive.
This doesn’t make a big difference in the large cap space, but turnover and screening criteria have big impact on mid and especially small cap index performance. pic.twitter.com/gXUAer36M7
— The Long View 🍥 (@HayekAndKeynes) January 31, 2021
Those @NewYorker cartoonists move fast… pic.twitter.com/x5q3KYwAlJ
— Peter Atwater (@Peter_Atwater) January 29, 2021
