Tesla is worth more than Toyota, Volkswagen, Daimler, and GM combined...👀🤔! While having negative profits in 2019. If you missed the rally, you missed it. Be cautious to get in now without earnings backing up the trade.
US high yields reached all time low levels, meaning high yield bonds are very expensive. The high yield rally might show some fatigue in the near future. Investors should look at other asset classes.
Contrary to popular belief, stocks don’t hedge for inflation. Between 1950 to 2010, the 10 year rolling correlation between stocks and inflation was negative.
US corporate yields are now yielding less than inflation expectation...crazy times...!ok though to sell fixed income nowadays, but you still need a small % in your portfolio for asset allocation purposes....
Economic indicators give color as to the overall health of the economy, but will do a poor job to help you forecast markets....COVID-19 pandemic is the proof by excellence
Due to COVID-19, companies are increasingly trying to sublease office space..! I Short office REITS..this working from home environment is here to stay....
While arguing with a friend on life, he said“ why not us?”...2sec passed, and I could not answer. It was a reminder that we put our own mental barriers...