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Hot Reads: US Economy Close To Recovery? |

Hot Reads: US Economy Close To Recovery?

March 22, 2021

Compiled by Staff


Richmond Fed President Hopes Economy On Brink Of Recovery (CNBC)  
But there could be damage left behind by crises that will suppress growth prospects over the medium or long term.


Bitcoin ETF Filings Adding Up (Finance Magnates)
SkyBridge Capital is just the latest to jump on the bandwagon.


Earnings Don’t Matter Much For Stock Returns (CFA Institute)
Deconstructing a popular myth.


Bond-Stock Correlations Rising Globally (Disciplined Systematic Global Macro Views)
Treasuries are where the real diversification is.


Ex-U.S. Real Estate Dominated Last Week (Capital Spectator)
Foreign real estate stocks outperformed other asset classes by a wide margin.


U.S. Housing Market Not As Overheated As You Think (A Wealth Of Common Sense)
It’s not as bad as it looks once you make some adjustments.


Emerging Markets Index Fundamentally Flawed (FA Magazine)
A value bias and cap weighting may be to blame.


Thematic ETFs To Be $300B Category? (Mondovisione)
A new report predicts great things for a category once considered a gimmick.


ARK’s Wood Expects Tesla At $3K Per Share By 2025 (Business Insider)
However, the number is predicated on Tesla successfully launching its autonomous robotaxi service.


Asness On Value Outlook (Validea)
AQR’s Cliff Asness doesn’t think value is broken, but it hasn’t done well recently.

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