📑 Research Notes for 2021-03-22
This week, we at tech stocks' big swings, why stocks and bonds are the core of any investment portfolio, cyclical stocks, and the 10-years 13 year high.
We are a California-based registered investment advisor and investment thought leader, updating you on this week’s top investment observations and market performance.
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The Meaning Behind Tech's Big Swings.
(Sentiment Trader)
The chart below shows a running count of how many days there were in the past year when Tech outperformed Industrials by 2% or more. Even with some big relative losses in recent days, Tech has put in a large number of good performances over the past year.
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Why Stocks and Bonds are the Core of Any Portfolio.
(Pragmatic Capitalist)
Most of us won’t generate predictable cash flows from owning our house, cars, art, Bitcoin and other non-cash flow generating assets. So stocks and bonds play a crucial role in asset allocation specifically because they provide those predictable cash flow streams.
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Why Are Cyclical Stocks Having a Moment?
(Bloomberg)
With the global economy set for a strong recovery from the pandemic, cyclical stocks can rapidly drive gains in a portfolio as supply and demand expands. So what are cyclical stocks and what are their risks?
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10-Year Treasury Yields Hit 13-Month High.
(Crossing Wall Street)
Applications to refinance a home are down 39% from one year ago. As interest rates on long bonds creep higher, so do mortgage rates. That’s starting to have an impact on the refi market. The 10-year Treasury just hit a 13-month high of 1.676%.
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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.
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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.