What They Don’t Tell Wall Street Interns – Bloomberg https://t.co/f0Azy3WjpF
— Paul Blinn (@PaulBlinn) June 8, 2021
— VIX Squared (@vixsquared) June 23, 2021
In a recent interview with Yahoo Finance, Applied Finance Capital Management co-founder Rafael Resendes shares his thought on his firm’s investing approach and on the current state of the value rotation.https://t.co/Jn3Ctp2KVn
— Validea’s Guru Investor (@GuruInvestor) June 25, 2021
June’s research paper: Intangible Value ✨
Can value investing strategies be improved by adding intangible assets?
👾 The Asset-Light Economy
🔮 The Dark Matter of Finance
🏰 Intangible Moats
📉 The Disruption of Value
👨🎓 Fixing the “Value Factor”
(Not investment advice)
— Kai Wu (@ckaiwu) June 30, 2021
P.S. – The reason that the massive increase in the money supply isn’t a de facto currency debasement is because the money supply increase is the result of an asset swap. It’s like taking money from one pocket and putting it in another.
Lower velocity of money is the tell
— Edward Harrison (@edwardnh) June 20, 2021
— Mark Virag (@MarkVirag) June 28, 2021
Fiserv $FISV is one of those quiet legacy growth stocks that most people haven’t really heard of.
— Lyn Alden (@LynAldenContact) June 27, 2021
— Science of Hitting (@TSOH_Investing) June 4, 2021
The “algorithms” know… Carbon, here from the EU, has become the “world’s” leading “inflation hedge”. Since Biden’s election.. Brent Crude up 70%, Dec Carbon permits up 120%…. Which would you rather??? pic.twitter.com/6ayyPnBpbf
— phyron (@parrmenidies) June 24, 2021
Just heard on CNBC: “Valuations are still not stretched.”
— John P. Hussman, Ph.D. (@hussmanjp) June 25, 2021
how about some fun with numbers this morning? Here’s a snapshot ‘the recovery’ from its pre-pandemic peak thru the end of the 1st Qtr. Coincidence that the $5t in fiscal and $3.8t in mon. stimulus=increase in mkt cap?? still think the eco is on fire and fed can tighten/taper??? pic.twitter.com/H2SmMcxWQ6
— steph pomboy (@spomboy) June 24, 2021
So good https://t.co/CDTOWzoKS6
— J.C. Parets (@allstarcharts) June 6, 2021
In a game as competitive as high frequency trading, the smallest advantages separate top firms from competitors.
ETF behemoth Jane Street focuses on one unique advantage in particular – its programming language.
Here’s why Jane Street’s use of OCaml is the key to its success: pic.twitter.com/hcOdA67K1d
— Hide Not Slide (@HideNotSlide) June 7, 2021
Without defending the tax that is government spending for even a second, high individual, corporate & govt debt is usually a signal of market confidence. The burden for “grandchildren” isn’t deficits, it’s always and everywhere the tax that is spending. https://t.co/9qEtU0GB5p
— John Tamny (@johntamny) June 17, 2021
Thermal coal still has a very long runway in Asia and eventually Africa too.
Perhaps more than any other fossil fuel, coal has helped lift billions of human beings (including Americans & Europeans) out of subsistence. pic.twitter.com/c0uBabVvmb
— Twain’s Mustache (@TwainsMustache) June 22, 2021
Unpopular opinion. $300 oil is probably the most effective way to solve climate change. How else are you going to get non OECD countries to comply with emissions standards they view as neo imperialism? Send in some French convicts in blue helmets? pic.twitter.com/Mcxu8oJ68d
— Alex Good (@goodalexander) June 18, 2021
I had a great conversation with Roger Mortimer, a long-term hydrogen investor, and an ardent ESG fan.
1/ What I learned was counterintuitive and very relevant for those who invest in ‘ESG’.
2/ Key takeaway? STOP investing in ESG portfolios if you want to be a good ESG investor!
— Wes Gray 🇺🇸🗽🤙 (@alphaarchitect) June 10, 2021
— Jeremy Schwartz (@JeremyDSchwartz) April 15, 2021
Joel Greenblatt on The Importance of ROIC vs. ROE pic.twitter.com/s57qdB1Ozv
— Brandon Beylo (@marketplunger1) June 24, 2021
The Preqin All-Strategies Hedge Fund benchmark gained 0.88% in May, marking the eighth consecutive month of gains for single-manager hedge funds.
This pushed the YTD return to +11.07% and the 12-month return to +33.95%.
Find out more:https://t.co/Ezz9w7St2W#HedgeFunds pic.twitter.com/i56OEU6NRB
— Preqin (@Preqin) June 24, 2021
Being nice to people has exceptionally high ROI
— Ryan Denehy (@DenehyXXL) June 29, 2021