Hot Reads: Inflation Not Guaranteed

Plus, why Rob Arnott sees 'pricing delusion' around electric vehicles.  

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Inflation Keeps Not Rearing Its Ugly Head (Bloomberg)
It’s possible we’re getting all worried about the COVID relief bill for nothing.

 

Arnott Sees ‘Pricing Delusion’ For Electric Vehicles (Institutional Investor)
Valuations of electric vehicle manufacturers are “simply not sustainable over the long term,” Research Affiliates founder says.

 

How To Fix Broken SPAC Market (Institutional Investor)
Financial policy wonks want lawmakers to “close the legal loopholes” that benefit SPAC sponsors and hedge funds at the expense of retail investors.

 

Biden's DOL Will Not Enforce Trump-Era ESG Rule (WM)
The Department of Labor also announced it would not enforce a rule concerning proxy voting.

 

Measuring Return Streaks (Capital Spectator)
Streaks can be thought of as a corollary measure to drawdowns.

 

Value Investing Is Back! Or Is It? (Validea)
Managers who run value strategies have had more reason to celebrate in the past nine months than in the prior decade combined.

 

‘SDOG’ Set For A Big Run (Seeking Alpha)
There are signs that the trends behind its underperformance are reversing.

 

YOLO Traders Undermining Efficient Markets? (Evidence-Based Investor)
It really depends on your definition of "efficient markets."

 

‘FOMO’ ETF Will Target Hot Trends (Yahoo Finance)
The planned ETF will use a tactical approach with high turnover to chase popular investment trends.

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