10 Monday AM Reads

My back to work morning train WFH reads:

More Vaccinations, More Stimulus, More Sanity: A Guide to 2021 The economic outlook is starting to brighten, but the world still needs a shot in the arm. (Businessweek) see also These are 50 companies to watch this year Analysts tracking 2,000 companies in finance, retail, energy, and technology have identified these 50, based on factors including company size and growth opportunities, management changes, scheduled releases of noteworthy products / services, and the impact of the Covid-19 pandemic. (Businessweek
Farewell, Mutual Funds: Eventually, ETFs will be the industry standard. ETFs are positioned to overtake mutual funds. That event won’t happen anytime soon, because mutual funds possess the power of history. Currently, U.S. mutual funds hold $18.2 trillion in assets, as opposed to $5.5 trillion for ETFs. But the outcome appears inevitable. ETFs offer several advantages that mutual funds cannot match, without counterbalancing drawbacks. Eventually, assets will be on their side. (Morningstar)
9 Uncomfortable Facts About the U.S. Stock Market Things feel pretty comfortable in the stock market right now. Pretty much anything you put your money into has worked spectacularly well since stocks bottomed this past March. The crash last year shows how risky investing in stocks can be but it was over in the blink of an eye. There have been plenty of other instances where investors in U.S. stocks have been much more uncomfortable for longer periods of time. (Wealth of Common Sense)
Pandemic-Era Central Banking Is

Keep reading this article on Barry Ritholtz - The Big Picture.

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