📑 Research Notes for 2021-09-07
This week, we look at global economic surprises, record home prices, the hype cycle for new technologies and the psychology of trading.
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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Economic Surprises Turn Negative, Globally.
(Sentiment Trader)
For the first time in over a year, global economic surprises have turned negative. That has preceded a headwind for stocks, especially in the U.S. when those surprises were lagging the world.
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Case-Shiller: National House Price Index increased 18.6% YoY in June.
(Calculated Risk)
The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported an 18.6% annual gain in June, up from 16.8% in the previous month. The 10-City Composite annual increase came in at 18.5%, up from 16.6% in the previous month. The 20-City Composite posted a 19.1% year-over-year gain, up from 17.1% in the previous month.
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3 Themes Surface in the 2021 Hype Cycle for Emerging Technologies.
(Gartner)
Nonfungible tokens (NFTs), digital humans, and physics-informed AI join the 25 technology profiles on this year’s emerging technologies hype cycle.
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How We Trade And Invest Impacts Our Psychology.
(Forbes)
Just as our psychology can impact our pursuit of risk and reward, our trading and investing can create profound impacts on our mind frames. Here are a few noteworthy examples from my recent experience working with professionals in various markets and strategies. Â
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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 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.