Rising Yields, Rising Risks
Not good… Canadian entrepreneurs are choosing to build their companies elsewhere.(@lucyhargreaves4)
Since 2008 China has built a railway system of a size that would span much of the Eastern half of the U.S. But these are 200 km/h plus lines.
These guys are intense. Enjoyed the podcast, not sure how their returns have been.
Investors have been buying the Tech dip. (Macro Charts)
Post COVID, small caps have only traded at a discount. This is interesting because they traded at a premium for two decades. When do we see a re rating? (MS)
Household wealth is still above trend and could sustain U.S. household spending. (Gavekal)
The war has overshadowed any potential market speculation from tax refunds. (Citadel)
On average, oil shocks haven’t been great for U.S. equity market performance. (The Daily Shot)
Rising yields should give investors pause as the conflict continues and other risk assets are impacted. (ISABELNET)
Traders turning bullish on the dollar for the first time in a while. (Bloomberg)
Despite its population size, the U.S. continues to have a disproportionately large impact on real and financial economies. (McKinsey)
When it comes to online gaming websites, there is Roblox and then there is everyone else. (a16z)
ETFs are becoming a larger share of total US equity market trading. (Goldman)
People don’t drink alcohol like they used to. (BofA)
