Quote of the Day
"When you hear people say it’s only 5 stocks driving the market, it is because they have not looked at actual market data, specific S&P sectors, or even something as simple as the equal-weighted S&P index."
(Barry Ritholtz)
2021
- How major asset classes performed in December. (capitalspectator.com)
- Why 2021 was one of the best years in stock market history. (awealthofcommonsense.com)
- The energy sector left cleantech in the dust in 2021. (humbledollar.com)
Markets
- P/E ratios can fall even when stock prices are going up. (tker.co)
- Long Apple ($AAPL), short Alibaba ($BAB) has been the trade since January 2020. (ft.com)
Strategy
- 10 predictions for 2022 including 'Large value will outperform large growth by 20%.' (theirrelevantinvestor.com)
- 10 questions, and some answers, for 2022 including 'What will happen to home prices.' (pragcap.com)
Housing
- Millennials are now spending more like prior generations, like housing. (bloomberg.com)
- New purchase mortgage volume set a record in 2021. (wsj.com)
- Details matter: home affordability statistics only tell you so much. (thebasispoint.com)
- How the returns from housing in 'superstar cities' differs. (papers.ssrn.com)
Earlier on Abnormal Returns
- Adviser links: behavioral coaching. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- The most-read items on the site last week. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
