📑 Research Notes for 2021-10-25
This week, we look at truths about the stock market, reaching for returns in a traditional stock / bond portfolio, and the risk of bubble in stocks and cryptoassets.
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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10 Truths About the Stock Market.
(TKer)
The stock market can be an intimidating place: it’s real money on the line, there’s an overwhelming amount of information, and people have lost fortunes very quickly. But it’s also a place where thoughtful investors have long accumulated a lot of wealth. The primary difference between those two outlooks is related to misconceptions about the stock market that can lead people to make poor investment decisions.
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Reaching for Returns.
(Compound Advisors)
The 40-year decline in interest rates has put investors today in a difficult position. They are forced to either reach for higher returns or accept the reality of lower ones. Neither choice is optimal.
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Five Reasons We Face the Biggest Bubble of my Career.
(Richard Bernstein @ TheWealthNet)
Based on my readings of financial history, I came up with five characteristics of a financial bubble. The market today exhibits all of them, namely: increased liquidity, increased use of leverage, market democratization, increased issuance, and increased turnover.
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Why the ‘Big Short’ Guys Think Bitcoin Is a Bubble.
(Intelligencer)
During the past year of COVID-induced market mania, cryptocurrencies have gone up so much — bitcoin is up about fivefold, while many other crypto projects are up far, far more — that even reluctant Wall Street institutions have begun to tiptoe into the arena. A blazing rally that began this month has helped bitcoin shoot up nearly 50 percent in two weeks.
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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.