by Katherine Greifeld, Bloomberg.com | Apr 30, 2021 | AlphaTack Intel
As the U.S. economic rebound continues to dazzle, the mood music in the world’s biggest bond market is getting darker. Short interest in the $12 billion iShares 20+ Year Treasury Bond exchange-traded fund (ticker TLT) now clocks in at 25% of shares outstanding, the...
by Michael Lebowitz | Apr 28, 2021 | AlphaTack Intel
The Battle Royale: Stocks vs. Bonds. The S&P 500 is at valuations higher than those in 1929 and rival those of 1999. Despite a recession, the index is 25% above where it was trading before the pandemic. The equity stampede is undoubtedly bullish about corporate...
by Lance Roberts | Apr 26, 2021 | AlphaTack Intel
When there is a discussion of low future returns due to valuations, what gets missed is that such requires a bear market. Let me explain. In “Do You Feel Lucky,” Michael Lebowitz compiled a series of valuation metrics and their correlation to future returns. To wit:...
by Justina Lee and Lu Wang, Bloomberg.com | Apr 20, 2021 | AlphaTack Intel
Wall Street bears battered by the Reddit crowd earlier this year have yet to regain their gumption, even with stocks at records and valuations near two-decade highs. The median short interest in members of the S&P 500 sits at just 1.6% of market value, near a...
by Tyler Durden | Apr 16, 2021 | AlphaTack Intel
Authored by Jesse Felder via TheFelderReport.com, The following is an excerpt from a recent Market Comment featured on The Felder Report PREMIUM. As most readers should be well aware, one of the things I monitor most closely is insider buying and selling. Nobody...
