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Category: The Compound

Don’g ignore demographics or fund flows when it comes to the stock market 🤫 – @awealthofcs

Posted on April 22, 2021April 22, 2021 by tadas

https://awealthofcommonsense.com/2021/04/the-two-most-underappreciated-forces-driving-markets-today/

Posted in The Compound

30-year mortgage rates have once again dipped below 3% per Freddie Mac 🏘️ – @housingwire

Posted on April 22, 2021April 22, 2021 by tadas
Mortgage rates drop below 3% for the first time in months
Posted in The Compound

“We have always had lots of really dumb company stocks trading at really absurd valuations.” 🥴 – @ritholtz

Posted on April 22, 2021April 22, 2021 by tadas
Beware of Arguments via Outliers
Posted in The Compound

Another week of falling initial unemployment claims ↘️ – @calculatedrisk

Posted on April 22, 2021April 22, 2021 by tadas

https://www.calculatedriskblog.com/2021/04/weekly-initial-unemployment-claims_22.html

Posted in The Compound

Is the quant investing ‘winter’ finally over? ☃️🌷 – @FT

Posted on April 22, 2021April 22, 2021 by tadas

https://www.ft.com/content/b0d151a7-f8bd-44e2-b18e-99f49099af0c

Posted in The Compound

Money is a uniquely human story that has been told for millennia 💲➡️₿ – @blairhduquesnay

Posted on April 22, 2021April 22, 2021 by tadas
The Greatest Story Ever Told
Posted in The Compound

Additional disclosures may not prevent a manager intent on blowing up their portfolio 💣💥 – @albertbridgecap

Posted on April 22, 2021April 22, 2021 by tadas

https://www.albertbridgecapital.com/post/archegos-disclosure-and-price-discovery

Posted in The Compound

Stock buybacks went on pause during the pandemic, now they’re back ⏯️▶️ – @axios

Posted on April 22, 2021April 22, 2021 by tadas

https://www.axios.com/stock-buybacks-corporate-debt-1a989cee-91a6-49e4-933d-e4f3c27993cb.html

Posted in The Compound

Why Amazon may be “the most disruptive company in the history of capitalism” – @michaelbatnick

Posted on April 22, 2021April 22, 2021 by tadas
I Don’t Shop
Posted in The Compound

UiPath is the biggest software IPO since Snowflake 🛣❄️ – @marketwatch

Posted on April 21, 2021April 21, 2021 by tadas

https://www.marketwatch.com/story/uipath-ipo-5-things-to-know-about-the-software-robots-company-valued-at-nearly-30-billion-11618972303

Posted in The Compound

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