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The Great Roundtrip…and Broken IPOs
about 4 hours ago by Howard Lindzon @ Howard Lindzon

I have a name for a particular stock growth era from May 2020 until January 2022 ‘The Great Roundtrip’ Poster stocks and charts of this era are Robinhood , Penn, DraftKings, Zoom, Zillow, Docusign, Peloton, Gamestop. I made a visual of this great roundtrip versus the induces on Koyfin:The real story is just beginning… While these companies/stocks have round tripped in valuations (or nearly) the user growth has been sticky and mostly real, the companies are big and for most a certain moat is now massive.<a href="https://howardlindzon.com/the-great-roundtrip-and-broken-ipos/" rel="nofol...

Cathie Wood: A Doozy of A Correction
about 10 hours ago by Dr. Duru @ Dr. Duru

“…certainly with valuations where they are, I’m sure we’re going to go through a doozy of a correction this year. At some point. I don’t know when. And I don’t...[[ This is a content summary. Visit the site for the full content.Thank you for supporting me with your subscription and visits! ]]

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Use Your Head…Don’t Blame The Fed
1 day ago by Howard Lindzon @ Howard Lindzon

Repeat after me…Talking about stocks will make you look stupid.I write about my ideas – stocks and private investments – to focus on making better investments. I still feel stupid but I make better decisions having a timeline that holds me accountable. No matter who you are, at many points during your investing life owning stocks will make you feel stupid.Lately, I have felt stupid for owning ‘any’ growth stocks.Continue reading Use Your Head…Don’t Blame The Fed at Howard Lindzon.

It’s time to be more vigilant
about 2 months ago by Michael Martin @ MartinKronicle

Subscribe to the show   Now that the word “transitory” has been retired, it’s the “when” phase of inflation’s “if/when.” Now the focus is on the number of interest rate hikes in 2022 and how many basis points per move. It’s time to be proactive. Click here to  get your free copy of The Inner Voice of […]The post It’s time to be more vigilant appeared first on MartinKronicle.

First do no harm – don’t chase
3 months ago by Michael Martin @ MartinKronicle

Subscribe to the show   DYODD. DYOW. DYOR.  You can only rely on yourself.  Click here to  get your free copy of The Inner Voice of Trading audiobook.The post First do no harm – don’t chase appeared first on MartinKronicle.

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3 Gaming Stocks To Watch For January 2022
about 1 hour ago by IBKR Traders’ Insight

Gaming stocks have not seen the same level of momentum in the stock market as they did at the early stages of the pandemic. Could gaming stocks be poised for a strong 2022? The post 3 Gaming Stocks To Watch For January 2022 appeared first on Traders' Insight.

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Why You Shouldn’t Expect A Return To 2% Inflation
about 1 hour ago by IBKR Traders’ Insight

Cyclical peaks in short term rates have declined over the past couple of decades. It seems the economy succumbs to monetary tightening more readily each time. The post Why You Shouldn’t Expect A Return To 2% Inflation appeared first on Traders' Insight.

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How To Analyze Funding Rates
about 2 hours ago by Louis Sykes @ All Star Charts

In recent weeks, we’ve been making a point about the importance of the derivative markets. When leverage and open interest is as elevated as it currently is, futures markets tend to govern short-term price action. One of the most effective metrics to gauge this data is through funding rates. Not only do we use this […] The post How To Analyze Funding Rates appeared first on All Star Charts.

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Asset Allocation Outlook for 2022
about 2 hours ago by IBKR Traders’ Insight

Learn how PIMCO is positioning portfolios across asset classes – including Equities, Rates, Credit, Real Assets, and Currency Markets. The post Asset Allocation Outlook for 2022 appeared first on Traders' Insight.

A Disappointing Start to Earnings Season Sends Markets into Tailspin
about 2 hours ago by IBKR Traders’ Insight

In 2021 all of us that watch quarterly earnings became accustomed to big beats from a majority of S&P 500 companies, especially the banks as they start each earnings season and had easier comparisons to 2020. The post A Disappointing Start to Earnings Season Sends Markets into Tailspin appeared first on Traders' Insight.

Personal finance links: counting your money
about 2 hours ago by abnormalreturns @ Abnormal Returns

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at questions...

December CPI Data Suggests U.S. Inflation May Be Stabilizing, But Hasn’t Peaked Yet
about 2 hours ago by IBKR Traders’ Insight

While the overall pace of core U.S. inflation in December 2021 remained strong, underlying details in the Consumer Price Index (CPI) data suggested some stabilization from the recent reacceleration. The post December CPI Data Suggests U.S. Inflation May Be Stabilizing, But Hasn’t Peaked Yet appeared first on Traders' Insight.

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December Housing Starts: Most Housing Units Under Construction Since 1973
about 2 hours ago by Calculated Risk @ Calculated Risk

Today, in the CalculatedRisk Real Estate Newsletter: December Housing Starts: Most Housing Units Under Construction Since 1973Excerpt: The 1.595 million total starts in 2021 were up 15.6% from 1.380 million in 2020. Starts in 2021 were the most since 2006 when 1.801 million units were started. The fourth graph shows housing starts under construction, Seasonally Adjusted (SA).Red is single family units. Currently there are 769 thousand single family units under construction (SA). This is the highest level since February 2007.<img alt="Housin...

How Do You Trade Crude Oil?
about 2 hours ago by IBKR Traders’ Insight

The uniformity crude oil presents makes for a great case study in mean reversion. Several years ago, the same standard barrels of crude oil were trading around between $35 and $75. The post How Do You Trade Crude Oil? appeared first on Traders' Insight.

Implications From a Reshaping of The Semiconductor Supply Chain
about 3 hours ago by IBKR Traders’ Insight

Asia largely dominates the global semiconductor supply chain. Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest foundry, with revenue of USD13.3 bn and a market share of 52.9% in the second quarter of 2021. The post Implications From a Reshaping of The Semiconductor Supply Chain appeared first on Traders' Insight.

Extreme Weather Cost the US $145 Billion In 2021
about 3 hours ago by IBKR Traders’ Insight

Climate change has been linked to extreme weather events this century. And for the US at least, they are proving expensive to respond to and clean up. The post Extreme Weather Cost the US $145 Billion In 2021 appeared first on Traders' Insight.

IBKR’s Hottest Shorts as of 1/13/2022
about 3 hours ago by IBKR Traders’ Insight

IBKR’s Hottest Shorts as of January 13, 2022: Largest Short Values, Most Requested Stocks and ETFs, Highest Borrows Fees. The post IBKR’s Hottest Shorts as of 1/13/2022 appeared first on Traders' Insight.

Virtual Coffee with The Head of IT
about 3 hours ago by IBKR Traders’ Insight

What better way to learn about the future then, than to have a conversation with Heptagon Capital’s very own Head of IT. The post Virtual Coffee with The Head of IT appeared first on Traders' Insight.

Starting With a Rebound-Minded Bias
about 3 hours ago by IBKR Traders’ Insight

Things are looking up for an opening rebound effort for the major indices. The S&P 500 futures are up 24 points and are trading 0.7% above fair value. The post Starting With a Rebound-Minded Bias appeared first on Traders' Insight.

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The Great Roundtrip…and Broken IPOs
about 4 hours ago by Howard Lindzon @ Howard Lindzon

I have a name for a particular stock growth era from May 2020 until January 2022 ‘The Great Roundtrip’ Poster stocks and charts of this era are Robinhood , Penn, DraftKings, Zoom, Zillow, Docusign, Peloton, Gamestop. I made a visual of this great roundtrip versus the induces on Koyfin:The real story is just beginning… While these companies/stocks have round tripped in valuations (or nearly) the user growth has been sticky and mostly real, the companies are big and for most a certain moat is now massive.<a href="https://howardlindzon.com/the-great-roundtrip-and-broken-ipos/" rel="nofol...

Housing Starts Increased to 1.702 million Annual Rate in December
about 4 hours ago by Calculated Risk @ Calculated Risk

From the Census Bureau: Permits, Starts and CompletionsHousing Starts:Privately‐owned housing starts in December were at a seasonally adjusted annual rate of 1,702,000. This is 1.4 percent above the revised November estimate of 1,678,000 and is 2.5 percent (±13.8 percent)* above the December 2020 rate of 1,661,000. Single‐family housing starts in December were at a rate of 1,172,000; this is 2.3 percent below the revised November figure of 1,199,000. The December rate for units in buildings with five units or more was 524,000. An estimated 1,595,100 housing units were started in 2021. This is 15.6 percent (±4.0 percent) above the 2020 figure of 1,379,600. Building Permits:Privately‐owned housing units authorized by building permits in December were at a seasonally adjusted annual rate of 1,873,000. This is 9.1 percent above the revi...

Animal Spirits: 25 Million New Brokerage Accounts
about 4 hours ago by Ben Carlson @ A Wealth of Common Sense

Michael and I talk about ARKK's woes, the rise of the retail investor, my favorite new TV show and more....

Trading Range Breaks & How Money Influences Emotions
about 5 hours ago by Akil Stokes (Trading Coach) @ Trading Coach Podcast

A walkthrough of the top trading idea on my radar for Wednesday, Jan. 19th Join me every Tues, Wed & Thurs for a Live Stream Walkthrough.