Only 10% of investors use AI tools to find a nonlinear relationship inside of asset classes.

According to the CFA Institute, only 10% of investors use AI tools to find a nonlinear relationship inside of asset classes. The rest rely on traditional ratios, which they defend until they get hurt by the abrupt Rotation, like the one we experienced this week See how Value outperformed Momentum styles by 79% In simpler ...
Stocks that are beneficiaries of Covid

Stocks that are beneficiaries of Covid

What we know for sure about stocks that are beneficiaries of Covid:1. their fundamentals would face really tough comparisons in Q2 20212. their sales might even decline (ppl don’t need another $3K Peloton bike) – demand pull forward3. their valuations are insane – top multiples on topping fundamentals4. they are owned by “weak hands” – ...
People are rushing to sell ZOOM, Peloton and Waifair.

People are rushing to sell ZOOM, Peloton and Waifair.

This Pfizer 90% effective vaccine is a HUGE deal for style/Sector rotation…That would psychologically help to funnel some money back into the Covid-recovery stocks away from Covid-beneficiary stocksPeople are rushing to sell ZOOM, Peloton and Waifair.Peloton and Zoom are down 15-21% this morning …Yes, we root for the restoration of some normalcy in this world. ...
Do we have reasons to cheer for this equity rally when 3-4 out 10 Sectors are completely decimated by covid?

Do we have reasons to cheer for this equity rally when 3-4 out 10 Sectors are completely decimated by covid?

Do we have reasons to cheer for this equity rally when 3-4 out 10 Sectors are completely decimated by covid?1. Real estate (commercial) – devastated2. Energy – effectively bankrupt3. Financial Sector – banks and Insurers with real estate on its knees and low rates will not recover4. Industries – like Airlines, Education (colleges, schools) and ...
Two issues with big Technology stocks going into early 2021

Two issues with big Technology stocks going into early 2021

Two issues with big Technology stocks going into early 2021:1. Valuations (i.e. expectations) are much higher as they have seriously outperformed2. Fundamentals – Technology stocks would be anniversarying very tough revenue comparisonsBeyond that, we have nothing to fear about when “investing in” ZOOM at 105x Revenue. ...
S&P500 is up +2.5% YTD because FED pumped in $4.3TR into the system…

S&P500 is up +2.5% YTD because FED pumped in $4.3TR into the system…

Should I assume that to achieve a 5% return in Equities in 2021, the Fed should put to work and additional $9TR (their ability to add digital zeros to numbers is infinite)?Unless the economy improves… ...