…investors to crowd into “stay-at-home haven trades, turning them into extreme momentum and low-volatility bets. Meanwhile, Covid-sensitive shares are moving in the opposing direction to notch a strong negative correlation…
Search Results for: covid-19
Quants Trounced by Human-Run Hedge Funds in Covid Year
After a long stretch of being outperformed by computer-driven quant strategies, human stock-pickers won out in 2020 bolstered by “aggressive bets in technology and the flood of central bank money…
The Recent Rally for Value Might Not Last
…Covid-19 vaccine distribution program underway and the new fiscal stimulus package, the article notes that the “recent rotation into value may merely be a function of an expectation that economic…
Why 2020 Was the Bottom of a U.S. Manufacturing Decline
…from the Covid-19 recession much more quickly and robustly than it usually does from downturns” because the market for certain goods has remained strong, thus allowing some manufacturers to remain…
How to Avoid Common Mistakes That Could Derail Your Retirement
…worst was yet to come.” The article outlines the following strategies for “avoiding the biggest behavioral mistakes:” Trying to game the market: The Covid-19 pandemic ushered in retail investors of…
Robert Shiller Would Not “Cash Out” of Pricey Stocks
…than just “psychological” change for the economy, and he expects work-from-home to become much more acceptable even as COVID-19 restrictions are eased—which will dampen demand for things like cars and…
Jones: Covid Vaccine to Trigger “Massive Boom”
Hedge fund manager Paul Tudor Jones predicts “an explosion” of economic growth in the coming year as a coronavirus vaccine becomes increasingly available. This according to an article in Yahoo…
Seven Lessons from Mr. Market in 2020
…in history, COVID-19 was spreading throughout the world, global economies were shutting down, industries were getting demolished and one could see how we potentially were on the brink of collapse….
Jeremy Siegel: Bull Market for Stocks in 2021
…prediction that residential real estate will continue to do well but commercial properties will suffer. As the Covid-19 vaccine becomes increasingly available, Siegel argued, there will be “a lot of…
Five Lessons from Our Most Downloaded Podcasts of 2020
…the clip below. https://youtu.be/jNGa5T1UOao [4] Tobias Carlisle – Value Investors Need to Get Used to Investing in Crises When the COVID-19 crisis hit, my first reaction was questioning how we…