Other articles

1. Weekend thoughts, winners and losers from Covid

   Fragments

   House sales are up a lot.

   Some FAANG type stocks are beginning to crumble,

   • $NFLX Netflix fell nearly 10% as user growth and profits disappointed
   • $SNAP Snap rose over 40% as ad revenue grew over 50% and brands resume advertising spending
   • $TSLA Tesla ended down on the week. The …

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2. ESG and other investing myths

   Well done Robert Armstrong

   In this piece, the author explains why ESG investing is not going to work. Basically, ESG funds have outperformed because they are stuffed with FAANG stocks (which are notionally green, although often have terrible corporate governance). This is not going to work forever. The article is …

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3. Markets return to their former upward trajectory

   Summary

   Equity markets returned to a positive tone, but are looking at very modest gains from a month ago. SPX up 3.2%, IWM up 6.9%, NDX up 4.5%. All sectors, with the exception of energy, were up today.

   Bonds were down a bit: 10 year govts. were …

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