Stock Market Investing Financial Advice The Compound News is a curated financial advice aggregator for all things related to investing and the stock market. “Year-over-year [inflation] numbers are still bad, but the market doesn’t care about good or bad news; it cares about things getting better or worse.” ↗️↘️ – @michaelbatnick What Moves Markets? 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 BlackRock is offering its first-ever investment product directly in Bitcoin as a response to demand from large institutional clients seeking exposure to the asset https://t.co/lNjzDeQqO7— Bloomberg (@business) August 11, 2022