How Much Do Central Banks Fear the Bond Toddler?
https://www.bloomberg.com/opinion/articles/2021-02-23/how-much-do-central-banks-fear-the-bond-toddler
Investors Are Too Exuberant
https://www.bloomberg.com/opinion/articles/2021-02-23/investors-are-too-exuberant
Great advice from Jared Dillian:
“The stock market is a game of “early bird,” in that if you buy before everyone else and sell before everyone else, you will generally make money -- aside from the stock market’s function of capital allocation and price discovery. Buying before everyone else usually means buying when a trade makes little to no sense or when the prospects of an idea are the bleakest. A good example is energy stocks back when oil prices briefly went negative last year. That turned out to be a great time to buy energy stocks, and all commodities generally. You also have to sell before everyone else, which usually means selling right when the bullish thesis is at its most compelling, which is at the highs”.
https://www.bloomberg.com/opinion/articles/2021-02-23/how-much-do-central-banks-fear-the-bond-toddler
https://www.bloomberg.com/opinion/articles/2021-02-23/investors-are-too-exuberant
Great advice from Jared Dillian:
“The stock market is a game of “early bird,” in that if you buy before everyone else and sell before everyone else, you will generally make money -- aside from the stock market’s function of capital allocation and price discovery. Buying before everyone else usually means buying when a trade makes little to no sense or when the prospects of an idea are the bleakest. A good example is energy stocks back when oil prices briefly went negative last year. That turned out to be a great time to buy energy stocks, and all commodities generally. You also have to sell before everyone else, which usually means selling right when the bullish thesis is at its most compelling, which is at the highs”.