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📑 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.
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The Meaning Behind Tech's Big Swings.
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.
Why Stocks and Bonds are the Core of Any Portfolio.
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.
Why Are Cyclical Stocks Having a Moment?
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?
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%.
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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