📑 Research Notes for 2021-06-14
This week, we look at these "unprecedented" times, a new type of house buyer, bitcoin as legal tender, and long term inflation expectations.
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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We Live in “Unprecedented” Times.
(New York Times)
Dealing with the fallout from a deadly, destabilizing pandemic left many executives struggling for words. When they tried to describe the challenge to investors, especially during the early days of the outbreak, they often turned to the same descriptor: “unprecedented.”
If You Sell a House These Days, the Buyer Might Be a Pension Fund.
(Wall Street Journal)
A bidding war broke out this winter at a new subdivision north of Houston. But the prize this time was the entire subdivision, not just a single suburban house, illustrating the rise of big investors as a potent new force in the U.S. housing market.
El Salvador Makes Bitcoin Legal Tender.
(Reuters)
El Salvador became the first country in the world to adopt bitcoin as legal tender after Congress on Wednesday approved President Nayib Bukele’s proposal to embrace the cryptocurrency, a move that delighted the currency’s supporters.
Long Term Inflation is Not on the Rise.
(Calculated Risk)
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 or recommendation 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.