economicdata
In hisDaily Market Notes report to investors, Louis Navellier wrote: The 10-yr yield is back over 4%, and stock indexes are modestly lower early with the exception of the Dow. Soft Landing StillEconomic data came in slightly softer than expected, though not enough to threaten the soft landing expectations. The JOLTs job openings was expected to be flat and was down incrementally, the lowest since Apr’21, though still close to 10M. ISM manufacturing data was all modestly below forecast as well, with employment at a multi-year low, albeit new orders were better for the third month in a row thoug...
ValueWalk
Quick UpdateIn a quick update to kick off 2021, I wanted to summarize my correct calls, and what I profited on since beginning to publish these updates. While nobody can predict the future, the major calls I am most proud of since writing these letters are calling the short-term downturn in small-cap stocks, adding emerging market exposure, and hedging or selling the U.S. dollar. Q3 2020 hedge fund letters, conferences and more I switched my call on small-caps, specifically the Russell 2000 from a HOLD to a short-term SELL on December 16th. The iShares Russell 2000 ETF (IWM) surged to unpreced...
ValueWalk
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