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Daily Journal archiveResearch suggests the safest investment “asset” is probably not what you think. (from Cambria Investments in June 2023)…
Read articleHighlights from one of Warren Buffett’s most powerful speeches on successful investing (from The Thinking Investor on July 15)…
Read articleLegendary value investor Seth Klarman joins the great Jim Grant for a rare public conversation on investing and markets (from Grant’s Current Yield Podcast on July 12)…
Read articleBillionaire investor Howard Marks on “taking the temperature” of the markets (from the Financial Times on July 10)…
Read articleBerkshire Hathaway Chairman Warren Buffett’s classic explanation of his real estate investments should be required reading for every investor (from Finding Compounders via Twitter on July 8)…
Read articleThis year’s huge rally in mega-cap tech just forced a “special rebalance” in the Nasdaq 100 index (from The Wall Street Journal on July 21)…
Read articleThe U.S. government’s fiscal health is currently as bad as it was during the worst of the Great Financial Crisis (from Otavio Costa on July 17)…
Read articleActive investment managers are also wildly bullish again today (from Charlie Bilello via Twitter on July 14)…
Read articleShort-term trading services are more bullish now than they were at the peak of the dot-com bubble (from Jesse Felder via Twitter on July 11)…
Read articleThe CBOE equity put-to-call ratio fell to 0.39 this month, its lowest level since November 2021. Like the charts we shared in last month’s “The Five,” this is yet another indication that market participants have become extremely complacent today (from Markets & Mayhem via Twitter on July 11)…
Read articleThe last similar period of U.S. dollar strength saw emerging markets outperform the U.S. – and value stocks outperform growth stocks – over the following decade (from Jeff Weniger via Twitter on July 10)…
Read articleWhile the largest companies have been driving the market higher, they’ve also been accounting for a dramatically smaller share of overall earnings (from Christopher Pavese via LinkedIn on July 10)…
Read articleThe U.S. banking system could be on a verge of a “seismic shift” (from CNBC on July 10)…
Read articleFinancial conditions have eased considerably over the past several months (from Lisa Abramowicz via Twitter on July 9)…
Read articleSmall-cap stocks are at their cheapest relative valuation versus large-cap stocks in over 20 years (from Barchart via Twitter on July 6)…
Read article“Bubble expert” Jeremy Grantham estimates the market has a 70% chance of crashing in the next few years (from Fortune on July 5)…
Read articleVanguard data show America’s retirees are betting heavily on stocks. What could go wrong? (from The Wall Street Journal on July 4)…
Read articleThe global manufacturing sector is showing similar weakness as the U.S. (from Patrick Zweifel via Twitter on July 4)…
Read articleSurvey data show the U.S. manufacturing sector contracted for the eighth consecutive month in June (from Reuters on July 3)…
Read articleU.S. airline travel appears to have fully recovered from COVID-19 (from Charlie Bilello via Twitter on July 3)…
Read articleTraders were also more bullish on tech stocks relative to the overall market than any time since the peak of the dot-com bubble (from Macro Charts via Twitter on July 1)…
Read articleInvestment newsletter writers were more bullish at the end of June than at the peak of the market in late 2021/early 2022 (from the Elliott Wave Financial Forecast on June 30)…
Read articleMortgage rates have correctly forecasted U.S. corporate earnings over the past several years, and unfortunately, they’re sending an ominous message today (from Francois Trahan via Twitter on June 26)…
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