📑 Research Notes for 2022-01-10
This week, we look at the NASDAQ rout, Japan and Australia's defense pact, and 2021 as an outlier year for the stock market.
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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Nasdaq Steadies After $1 Trillion Rout, Pointing to a Bumpy 2022.
(Bloomberg)
Technology stocks opened slightly higher late last week after nearly $1 trillion in value got wiped out of the Nasdaq Composite Index last week as a surge in U.S. bond yields spook investors.
Australia, Japan Sign Defense Pact as China Concerns Loom.
(AP News)
The leaders of Japan and Australia have signed a “landmark” defense agreement that allows closer cooperation between their militaries and stands as a rebuke to China's growing assertiveness in the Indo-Pacific region.
2021 Was One of the Best Years in the Stock Market History.
(A Wealth of Common Sense)
The S&P 500 was up 28.7% including dividends. In 2021 there were 70 new all-time highs. This number is shockingly high this far into a bull market. U.S. stocks are on a heckuva run of late.
The Year 2021 in Investing – Throw EVERY Investing Rule Out The Window.
(Howard Lindzon)
The exciting, magical, silly, dangerous, genius, dumb thing about investing in 2021 is EVERY investing rule has been thrown out the window.
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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