Hot Reads: Dimon Sees Boom Lasting Into 2023

Plus, Schwab just filed for its first actively managed (and nontransparent) ETF.

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Dimon Thinks Economic Boom Could Last Into 2023 (CNBC)
Dimon sees strong growth for the world’s biggest economy in the near term, thanks to the U.S. government’s response to the coronavirus pandemic.

 

Schwab Plans First Actively Managed ETF (ThinkAdvisor)
The Schwab Ariel ESG ETF will use a nontransparent model.

 

Taking Stock Of America (Jackson Hole Economics)
Some things to think about when considering how the U.S. is really doing.

 

GDP ‘Nowcasts’ Continue Strong Expectations for Q1 (Capital Spectator)
The U.S. could surpass its pre-COVID levels for GDP in Q1 financial reports.

 

Trouble Brewing For European Stocks? (CNBC)
A reversal for ‘EZU’ has two traders concerned.

 

China ETFs Jump On Strong Economic Data (MarketWatch)
The boost is due to a better-than-expected report on the country’s service sector.

 

Why Should You Still Care About Inflation? (Morningstar)
It hasn’t been much of an issue lately, but it’s still a long-term threat.

 

If Bond Market Gives You Lemons, Make A Ladder (Parametric Portfolio)
Current market conditions remind some investors of the 2013 taper tantrum. Is that comparison fair?

 

Active Manager Darts Hit Target In Decade’s Easiest Stock Market (WM)
We're in a stock-pickers' market.

 

Financials Are Overbought (CNBC)
The 'XLF'" ETF trades at 72 on its RSI, an overbought condition it has not seen since January 2018.

 

Bubble, Shmubble (Validea)
We might be in a bubble, but don’t try to time it.

 

On The Road To Economic Recovery (FA Magazine)
A double dose of vaccines and fiscal stimulus should make 2021 a spectacular year for economic recovery.

 

Why You Shouldn’t Pick Individual Stocks (Of Dollars & Data)
Do you even know if you’re good at it?

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