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Quote of the Day
"Even if you agree that today’s glamour stocks are overly frothy, there is still a question about whether that extends to the broader market. There’s a good reason to think not, at least not as a true bubble:"
(James Mackintosh)
Markets
- Highly shorted stocks are on a rampage. (crossingwallstreet.com)
- To what degree is options trading playing a role in some of the moves we have seen? (factorresearch.com)
- Has euphoria gone widespread yet? (retirementfieldguide.com)
Strategy
- Great companies, rarely, if ever, appear cheap by conventional valuation measures. (thereformedbroker.com)
- Investors are betting on mean reversion in certain sectors, unlimited growth in others. (mailchi.mp)
- At this point in the market cycle, experience feels like a detriment. (allaboutalpha.com)
Funds
Global
Economy
- The stock market has already priced in some additional stimulus. (ritholtz.com)
- The Fed isn't going to get shook by anecdotal inflation. (blogs.uoregon.edu)
- Improvements in mortgage forbearance have stalled out. (wsj.com)
Earlier on Abnormal Returns
- Adviser links: making ourselves useful. (abnormalreturns.com)
- When the hype fades: the case of thematic ETFs. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone was reading last week on the site. (abnormalreturns.com)
- Tired of reading? Listen to your favorite bloggers read some their recent posts. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter just for advisers. (newsletter.abnormalreturns.com)
