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📑 Research Notes for 2021-04-12
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📑 Research Notes for 2021-04-12

This week, we look at the big questions facing financial markets, stock market breadth, and bitcoin as an asset class.

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Conscious Capital Advisors
Apr 12, 2021
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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.

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Three Big Questions Facing Financial Markets.

(Bloomberg)

April will be a busy month for financial markets. Fiscal policy, unemployment, interest rates and exchange rates are all in a state of flux, making them difficult to analyze. What are the three big questions investors need to consider in the near-term?

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A Historical Level of Tension.

(Sentiment Trader)

We track some unique breath measures, not only looking at stocks within indexes but also indexes within groups. And in the past couple of days, those have reached near-record impressiveness. Among industries, sectors, and global indexes, we are now seeing among the best participation on record.

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Bitcoin: An Asset Allocation Perspective.

(Light Finance)

Institutional adoption has always been recognized as a major hurdle for Bitcoin and while progress has certainly been made, obstacles remain. Amongst participants in the Fidelity survey: price volatility, possible market manipulation, lack of accepted fundamentals and no established investing framework were cited as areas of concern.

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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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Have a question about what we shared? Email us at info@consciouscapital.pro.

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.


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By Joseph Lu · Launched 5 years ago
Save time by learning what's worth paying attention to in global financial markets.
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