📑 Research Notes for 2021-04-26
This week, we look at the Biden's capital gains tax proposal, the effect of demographic and flows on markets, insider selling, and the new conflict between Russia and Ukraine.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Biden Proposes Record Capital Gains Tax Increase.
(CNBC)
President Joe Biden is expected to raise long-term capital-gains tax for the wealthiest Americans to 43.4%, including a surtax. That would be higher than the top federal tax rate on wage income.
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The Two Most Underappreciated Forces Driving Markets Today.
(A Wealth of Common Sense)
Things like earnings, economic growth, interest rates, inflation, market trends and valuations are factors that can drive the markets. However, never discount the simple effect that demographic changes and fund flows have on market prices.
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Retail Investors Buy As Insiders Sell.
(Sentiment Trader)
At the same time that investors are feeling so euphoric, corporate insiders appear to be selling. A weekly ratio of insider sales to buys as computed by Thomson Reuters skyrocketed to an astounding 143-to-1, the highest in the weekly readings as reported by Barron's in at least 16 years.
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Ukraine and Russia Preparing for a New War.
(Caspian Reports)
As Russia de-escalates from its recent activities along the Ukrainian border, it makes sense to review where this current conflict has been, and where is may head in the future.
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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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