4 days ago

A look at all asset classes through a periodic style table

A fun way to categorize and visualize the industry. @John Kador & Kathleen Kowal

41 days ago

Flows into global equity funds has skyrocketed

There has been 187 US equity trading days from November 1st to today. This was the start of positive vaccine developments. Since November 2020, there have been +$837 Billion worth of global equity inflows in 40 weeks. This is +$21B worth of inflows every week or +$4.2B worth of buying per day. Source: The Market Ear

#Funds

74 days ago

Ark Investment is adding to its Disney stake

Cathie Wood's Ark Investment Management added to its stake in Disney, as theme parks are now reopening and Disney-licensed movies are back in theaters. The investment firm believes that Disney still has a great growth path ahead.

#Stocks
Ark Investment is adding to its Disney stake

81 days ago

June market performance a mixed bag of profit-taking and staying the course

Can see commodities, small caps and emerging markets gave back big annual gains in June. MLPs and and US large caps maintain their popularity of the last year.

June market performance a mixed bag of profit-taking and staying the course

89 days ago

Is inflation transitory or permanent?

Bank of America ran a survey asking investors if they thought that the inflation was transitory or permanent. 72% of the surveyed investors believed that we are only experiencing a transitory inflation, while the rest thought that it was here to stay. While the Fed seems to believe in the first alternative, there are no significant certainty backing up this assumption. Portfolios will likely need to be adjusted to face a inflationary scenario and go for a more aggressive approach. 

#Macro
Is inflation transitory or permanent?
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