Discover more from Conscious Capital Advisors Research
📑 Research Notes for 2021-02-16
This week, we look at Asia's dominance in global markets, U.S. infrastructure signals, the soaring price of commodities, and new record valuations using the Buffett Indicator.
We are a California-based registered investment advisor and investment thought leader, updating you on this week’s top investment observations and market performance.
Do not reply to this email with any service requests, contact us instead for support with your accounts if needed.
This Is Going to Be Asia’s Decade.
Karen Ward, chief market strategist for EMEA at JPMorgan Asset Management, discusses her outlook for markets in 2021. She speaks on “Bloomberg Markets: European Open.”
Biden Warns China Is Going to ‘Eat Our Lunch’ if U.S. Doesn’t Get Moving On Infrastructure.
President Joe Biden warned lawmakers Thursday that China is aggressively outpacing the United States on infrastructure. “They’re investing a lot of money, they’re investing billions of dollars and dealing with a whole range of issues that relate to transportation, the environment and a whole range of other things,” Biden said he told a bipartisan group of senators whom he met with in the Oval Office.
BofA’s Blanch Sees Copper Breaking Back Above $10,000.
Francisco Blanch, head of global commodities and derivatives research at Bank of America Global Research, examines the state of the commodities market and offers his 2021 outlook for copper and other industrial metals. He speaks on "Bloomberg Markets: European Close."
Warren Buffett's Favorite Market Indicator Soars to Record High.
Warren Buffett's favorite market indicator surged to a record high of 195% last Tuesday, signaling stocks are overvalued and could tumble in the coming months. The "Buffett indicator" takes the combined market capitalization of all publicly traded stocks in the US, and divides it by quarterly gross domestic product. Investors use it to gauge the stock market's valuation relative to the size of the economy.
Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
Have a question about what we shared? Email us at firstname.lastname@example.org.
Do not reply to this email with any service requests, contact us for support if needed.
The information presented in this newsletter is for educational purposes only and is not a solicitation for any specific security, product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.