Stock Market Investing Financial Advice

The Compound News is a curated financial advice aggregator for all things related to investing and the stock market.

National homebuilder confidence turned negative in August 🏚️📉 – @calculatedrisk

https://www.calculatedriskblog.com/2022/08/nahb-builder-confidence-turns-slightly.html

Third Point’s Dan Loeb has some thoughts about Disney, including an ESPN spinoff 🐭🏰 – @CNBC

https://www.cnbc.com/2022/08/15/loebs-third-point-takes-new-stake-in-disney-boosting-shares.html

“Typically, secular bull and bear markets are best identified after the fact – something that allows precision but is useless for investors.” 🐂🐻 – @ritholtz

Countertrend ?

How much of the crypto crash is due to the implosion of Three Arrows Capital? 🌋 – @jenwieczner

https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html

a16z is investing in Adam Neumann’s new startup Flow 💸 – @NYTimes

75 basis points in September, here’s why – @jasonfurman

https://www.wsj.com/articles/one-good-inflation-report-isnt-enough-federal-reserve-powell-75-basis-points-september-fomc-unemployment-gdp-cpi-volatility-recession-11660226965?mod=hp_opin_pos_6#cxrecs_s

Economists Say a Euro-Zone Recession Is Now More Likely Than Not

https://www.bloomberg.com/news/articles/2022-08-15/economists-say-a-euro-zone-recession-is-now-more-likely-than-not

“The launch of single-bond Treasury ETFs is likely just the start of a revolution coming to the bond-fund market.” 🚀🚀 – @Evie_xing

https://www.barrons.com/articles/single-treasury-bond-etf-51660337288

“Here’s a little secret about investing the pros will never admit — you don’t have to predict the future to be successful in the markets.” 🤫 – @awealthofcs

https://awealthofcommonsense.com/2022/08/6-questions-about-the-market-the-economy/

“When you say that things are getting better, people often interpret that as you saying that things are good.” 😖 – @kylascan

https://kyla.substack.com/p/the-inflation-narrative

Saudi Aramco netted $48.4 billion in the second quarter 🇸🇦🛢️ – @business

https://finance.yahoo.com/news/aramco-profit-surges-high-prices-060617637.html

The best stuff on Josh’s site this week

This Week on TRB

NYC’s most expensive hotel, now selling $200,000 annual memberships

https://www.bloomberg.com/news/features/2022-08-11/aman-new-york-is-the-most-expensive-hotel-in-nyc-exclusive-first-look-photos?cmpid=BBD081322_WKND&utm_medium=email&utm_source=newsletter&utm_term=220813&utm_campaign=weekendreading

“Small businesses remain concerned about inflation.” 😟 – @SamRo

https://www.tker.co/p/july-cpi-inflation-expectations-gas-prices

The retrenchment at Peloton continues 🚴🏃 – @FOS

Peloton to Eliminate 800 Jobs, Shutter Stores, Raises Prices

“Sometimes all the market needs to see is that things aren’t as bad as investors originally feared.” 😨😮‍💨 – @awealthofcs

https://awealthofcommonsense.com/2022/08/what-to-expect-when-your-expecting-in-the-stock-market/

Some premium finance newsletters to consider paying for 📧 – @michaelbatnick

Who I Pay to Read

The bullwhip effect has come for the bicycle market 🚲🚲 – @alex_harring

https://www.wsj.com/articles/shops-ordered-lots-of-bikes-in-2020-peddling-them-is-an-uphill-climb-11660296636?st=5mbnokcl9ust7hp&reflink=desktopwebshare_permalink

“We are seeing a sharp slowdown in the housing market, with more price reductions, more inventory, and fewer sales.” ⚠️🏘️ – @calculatedrisk

https://calculatedrisk.substack.com/p/current-state-of-the-housing-market-c8e

$10 trillion BlackRock launching a spot Bitcoin fund for institutional investors