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Russell 2K is down about 9% while S&P500 is effectively flat and High Yield is holding up!

Russell 2K is down about 9% while S&P500 is effectively flat and High Yield is holding up!

Market watchers rightfully focus on rates or earnings, but what puzzles me is why Small Caps have underperformed so much for the last 2 weeks.Russell 2K is down about 9% while S&P500 is effectively flat and High Yield is holding up!We definitely see funds outflows from Small Caps, but fundamentally it is not clear why…Maybe ...
Housing and construction stocks are slowing down after their massive runs.

Housing and construction stocks are slowing down after their massive runs.

That includes homebuilders, manufacturers of  appliances and construction materials… Why? 1) higher rates are, obviously, a minor drag 2) these stocks had massive runs 3) also, the flight to suburbs on WFH theme might be finally over… That is a healthy thing. Have a look at the stock of Whirlpool – last 2 years were ...
Mainstream

Mainstream

In a predictable stupidity of the mainstream financial media, they over-communicate the earnings news about the GameStop…. Yes, that, GameStop had a massive short squeeze which resulted in Congressional hearing… But it was never about the fundamentals of the company, it was just a crazy crowd game taken to the extremes. Why to overtalk about that ...
To achieve full employment

To achieve full employment

I was listening to the Fed’s Powell and Janet Jellen’s testimony to the Congress, and I still can’t understand why we need zero rates to achieve full employment… The government rightfully mandated many client-facing businesses (restaurants, hotels, airlines) to basically shut down (to the massive benefit of WFH winners). But how would zero interest rates help ...
Make sure that your investments are on the right side of this inflation!

Make sure that your investments are on the right side of this inflation!

Inflation expectations as proxied by TIPS breakeven are making 5-year highs… Make sure that your investments are on the right side of this inflation!   ...
When investors bought good growth stocks they looked for reasons to buy

When investors bought good growth stocks they looked for reasons to buy

Traditionally, when investors bought good growth stocks they looked for reasons to buy, like: “oh, Apple is a great company, new iPhones coming…” etc. When investors want to invest into value stocks, they have to change the logic and look if the reasons that let other people to sell them ARE GOING AWAY! That is ...