Understand Personal Finance

Research links: superior models

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Thematic ETFsBeware the launch of thematic ETFs. (papers.ssrn.com)When the hype fades: the case of thematic ETFs. (abnormalreturns.com)CreditMarkets care a lot more about credit downgrades than upgrades. (link.springer.com)Bond pricing is still…

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Monday links: a true bubble

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MarketsHighly shorted stocks are on a rampage. (crossingwallstreet.com)To what degree is options trading playing a role in some of the moves we have seen? (factorresearch.com)Has euphoria gone widespread yet? (retirementfieldguide.com)StrategyGreat…

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Adviser links: making ourselves useful

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PodcastsChristine Benz and Jeff Ptak talk with George Kinder, founder of the life planning movement. (morningstar.com)Michael Kitces talks with Alex Hopkin, founder of Simply Paraplanner, a job board and training…

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Sunday links: online trading buddies

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MarketsMichael Santoli, "The fact is, valuation is more a background condition than a here-and-now driver of market direction." (cnbc.com)It's hard to find a valuation measure by which the stock market…

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Saturday links: ignoring important truths

AutosStephen Wilmot, "Delivery vehicles lend themselves to EV technology in ways passenger vehicles don’t." (wsj.com)Microsoft ($MSFT) is investing in GM’s self-driving vehicle startup Cruise. (marketwatch.com)Despite some missteps VW trails only…

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Coronavirus links: empty gas tanks

VariantsThe UK variant will eventually become dominant in the US. (nytimes.com)The Pfizer ($PFE)-BioNTech ($BTNX) also works against the UK variant. (statnews.com)A closer look at the B.1.1.7 variant. (nytimes.com)Why researchers are…

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Friday links: the age of ETFs

MarketsThere are plenty of signs we are in a risk-on environment. (allstarcharts.com)How to measure investor sentiment using market prices. (capitalspectator.com)StrategyHypergrowth eventually ends. The stock market cares about how it ends.…

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Podcast links: how America invests

EpisodesJosh Brown talks with Ryan Barrows of Vanguard about 'How America Invests.' (thereformedbroker.com)Joe Weisenthal and Tracy Alloway talk with Corey Hoffstein about where quant goes from here. (bloomberg.com)Barry Ritholtz talks…

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Thursday links: historic bubbles

MarketsSome markets that are definitely not in a bubble, including financial stocks. (awealthofcommonsense.com)The reflation trade is helping commodities, including crude oil. (allstarcharts.com)RetailRetail traders are demanding more of every kind of…

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