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📑 Research Notes for 2022-02-07

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📑 Research Notes for 2022-02-07

This week, we look at increasing COVID death cases in the U.S., Meta's record valuation wipe-out, opportunities in Japan, and risks in commercial real estate.

Conscious Capital Advisors
Feb 7, 2022
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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.

Do not reply to this email with any service requests, contact us for support if needed.

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U.S. Covid-19 Hospitalizations Retreat, but Deaths Keep Rising.

(Wall Street Journal / New York Times)

Hospitalizations for Covid-19 continue to slow in the U.S., with the seven-day average of hospital patients with confirmed or suspected infections dropping to 146,769 on Saturday, about 8% down from a peak on Jan. 20, according to data from the Department of Health and Human Services. Deaths from COVID have been picking up, however.

🔗 Source


Meta Suffers Largest 1-Day Wipeout in US Corporate History.

(Business Insider / TLDR)

Meta on Thursday suffered the largest one-day wipeout in US corporate history after posting a shocking earnings report Wednesday. Its valuation slumped by nearly $240 billion as its shares fell 26.4%.

🔗 Source

🔗 Source


Global Opportunities: Japanese Equities.

(Calamos)

Figure 3. More Than Half of Japanese Stocks Are Trading Below Book Value
more than half of japanese stocks are trading below book value

Japan is the second largest country in the MSCI All Country World Index and represents just over 5.5% of the global equity benchmark.* However, the composition of Japan’s equity market looks much different than the broader equity benchmark, which has contributed to Japan’s relative underperformance in recent years.

🔗 Source


Real Estate Expert Warns of Risks in Commercial Real Estate.

(Fox Business)

During an interview on "Varney & Co" real estate expert J. Scott Schell predicted a commercial real estate "bloodbath" due to disruptions in the industry from the COVID-19 pandemic.

🔗 Source


Last Week’s Market Performance Heatmap

(FinViz)

🔗 Source


Curated by Joseph Lu, CFA®

Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.

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Have a question about what we shared? Email us at info@consciouscapital.pro.

Do not reply to this email with any service requests, contact us for support if needed.

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.

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