📑 Research Notes for 2021-12-13
This week, we look at an era "crazier" than the dotcom bubble, a sell signal by Bank of America, the Fed's future plans, and the postmortem on the U.S. middle class.
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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Munger Says This Era Is 'Even Crazier' Than Dotcom Bust.
(Bloomberg)
Berkshire Hathaway Inc.'s Charlie Munger told a conference Friday that markets are wildly overvalued in places and that the current environment is "even crazier" than the dotcom boom of the late 1990s that subsequently led to a bust.
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Investors Should Sell Now Before the Looming Crash, Bank of America Says.
(Markets Insider)
The stock market's recovery rally over the past week represents an opportunity for investors to sell ahead of an upcoming Fed interest rate "shock," Bank of America's Michael Hartnett said in a Friday note.
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Fed Will Be More Sensitive to Inflation Numbers.
(Bloomberg)
Ellen Zentner, Chief U.S. economist at Morgan Stanley, reacts to the latest inflation report on "Bloomberg Markets: European Close."
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America’s Middle Class Was Squeezed by an 'Explosion of Debt.'
(Business Insider)
America's middle class can thank mortgages and student debt for the country's major inequality. On Tuesday, the World Inequality Lab published a report that examines the gaps between the global rich and poor. It delved into the evolution of wealth inequality in rich countries and found that America's middle class has something that Europe doesn't: a ton of debt.
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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.