Markets News Stocks 

The stock market is experiencing a jarring shift seen only twice in history, and not since the tech bubble. Here’s where JPMorgan’s quant guru says investors should look to capitalize.

“In light of these milestones, the big question is whether the rotation from momentum to value stocks can continue” writes Akin Oyedele for businessinsider.com. If this rally were to ensue and lift previously unloved value stocks with it, you wouldn’t want to be caught on the wrong side of it.These measures tend to kick in with a delay, and they could prop up value stocks and the broader market in the coming months, he said.”Given that the S&P 500 is heavy in bond proxies and secular growth, we would expect…

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‘Yanxi Palace’ actor reveals that drinking bubble tea everyday has made his face sag. But how?

“Malaysian-Singaporean actor Lawrence Wong recently revealed that drinking bubble tea has made his face sag” writes Sukhbir Cheema for mashable.com. It’s my motivation for the day!” The actor also stripped his bubble tea to become calorie-free by removing sugar and drinking milk tea made with fresh milk.The answer is in salads. “If I know I’m going to have bubble tea later, I’ll eat a salad for lunch. Source: mashable.com

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Debunking the Silly “Passive [Investing] Is a Bubble” Myth

“Index fund investors are simply buying what the active investors have laid out for them” writes Ben Carlson for awealthofcommonsense.com. Again, index fund investors are simply owning stocks in the proportion that all active investors own stocks.When an index fund investor sells, they’re technically selling their holdings in direct proportion to their weighting in the index.Index funds.Do you know what didn’t cause the Great Depression or Japan stock market crash or 1987 crash or 1973-74 bear market?.  Source: awealthofcommonsense.com

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Risks of U.S. corporate debt bubble may be ‘overstated’

“U.S. corporate debt, while still running high, has little chance of unleashing instability in the financial system, according to a new IHS Markit report” writes Markets Reporter for marketwatch.com. AAPL, +1.70%  also returned to the bond market on Wednesday to borrow $7 billion at ultralow rates, after a nearly two-year hiatus.Dovish speeches by senior Fed officials on Wednesday helped drop the policy-sensitive two-year U.S. Treasury note yield TMUBMUSD02Y, -0.01%  to its lowest point since September 2017.Its long 30-year bond was priced to yield less than 3%. Source: marketwatch.com

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NFL cuts tracker 2019: Jaguars release Terrelle Pryor | Who are biggest names being cut, as 53-man rosters take shape? LIVE UPDATES

“NFL cuts weekend is here, now that training camps are in the books and the 2019 regular season is right around the corner” writes Nj Advance Media for nj.com. Keep it right here Friday for live updates from across the NFL, as cuts begin.As you prepare for cuts weekend, here is some reading material to catch you up: • Which notable players across the NFL could be cut?. Every team played its final preseason game Thursday, and cuts will begin Friday. Source: nj.com

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‘The whole world decided to just be stupid’: A hedge-fund manager explains why the IPO bubble he sees in WeWork, Peloton, and Chewy could soon face a reckoning

“He points to Lyft as an example of the disparity between private and public market valuations” writes Christopher Competiello for businessinsider.com. There seems to be a glaring disparity between private and public company valuations in today’s market.It’s not a disruptive company; they make bicycles,” he said.”Why is Peloton considered a disruptive company?.  Source: businessinsider.com

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There’s a ‘bubble’ in passive investing, says investor made famous by ‘Big Short’

“Critics worry that such concentration of money in passive investments could amplify any market selloff, but ETF managers point to the big declines in December as proof that ETFs can withstand market shocks” writes Andrea Riquier for marketwatch.com. Related: Investors got spooked by the Christmas market massacre, new fund flow data shows Burry’s firm, Scion Asset Management, has disclosed big stakes in four small-cap companies, including GameStop Corp. Burry has asked the managements of both companies to buy back shares, and told Bloomberg that he is taking an activist approach…

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‘Bubble’ in passive investing offers small-cap opportunity, “Big Short” investor says

“Critics worry that such concentration of money in passive investments could amplify any market sell-off, but ETF managers point to big declines in December as proof that ETFs can withstand market shocks” writes Andrea Riquier for marketwatch.com. Related: Investors got spooked by the Christmas market massacre, new fund flow data shows Burry’s firm, Scion Asset Management, has disclosed big stakes in four small-cap companies, including GameStop Corp.Michael Burry, the doctor-turned-investor profiled in Michael Lewis’ book “The Big Short” for his call on the trouble lurking in mortgage-backed securities in the…

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A market strategist sees the ‘short of a lifetime’ brewing in the German market. Here’s the exact scenario he’s waiting for before pulling the trigger.

“In a world where more than $16 trillion of global sovereign debt trades at a negative rate, German investors are hardly alone” writes Christopher Competiello for businessinsider.com. “We had the dot-com bubble in the late 90s, then we had the credit/real-estate market bubble in the mid-2000s, and now I think we’re in the sovereign debt bubble of the late 20-10s,” he stated.The allegiance of Kevin Muir — market strategist at East West Investment Management— errs towards the latter half of that argument.Foreign governments all around the world are issuing debt…

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Lawrence Hamtil: The Global Portfolio’s Rough Three Decades

“Indeed, currency had a material impact over the last three decades: Perhaps, then, the fairest comparison is the U.S.-only compared to a currency-hedged global portfolio?” writes Lawrence Hamtil Is for fortunefinancialadvisors.com. Given a greater max drawdown and lower Sharpe ratio (which measures risk-adjusted returns), it is hard to argue that a global portfolio offered any value to American investors at all.Similarly, foreign equity portfolios with factor tilts such as momentum and minimum volatility offer value to investors.In addition, investors may find better value in foreign small caps as I have discussed…

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