The Morning Call
1/4/22
The
Market
Technical
Monday in the charts.
https://www.zerohedge.com/markets/bonds-bullion-battered-big-tech-takes-start-new-year
Using moving
averages as a timing device.
https://www.advisorperspectives.com/dshort/updates/2021/12/31/moving-averages-s-p-up-4-4-in-december
Fundamental
Headlines
The
Economy
US
November construction
spending was up 0.4% versus predictions of +0.6%.
https://www.calculatedriskblog.com/2022/01/construction-spending-increased-04-in.html
The final December
manufacturing PMI came in at 57.7 versus expectations of 57.8.
International
November German retail
sales grew 0.6% versus estimates of -0.5%; the November unemployment rate was
5.2% versus 5.3%.
The final December
Japanese manufacturing PMI was reported at 54.3 versus consensus of 54.2; the
final December Chinese Caixin manufacturing PMI was 50.9 versus 50.0; the final
December UK manufacturing PMI was 57.9 versus 57.6.
Other
Money has never felt so fake.
https://www.vox.com/the-goods/22832438/nft-gamestop-amc-crypto-bubble
The
coronavirus
The covid insanity has to end.
https://www.nationalreview.com/2022/01/the-covid-insanity-has-to-end/
Bottom line.
Th growing problem
of the misallocation of capital.
Small cap stocks could
be in trouble in 2022.
https://www.advisorperspectives.com/commentaries/2022/01/03/small-caps-could-be-in-trouble-in-2022
What to buy?
https://alephblog.com/2021/12/18/separate-processes/
Another
timely observation from Barry Ritholtz.
https://ritholtz.com/2022/01/what-does-equal-weight-sp500-say-about-top-5-stocks/
Reasons to stay
bullish.
https://www.zerohedge.com/the-market-ear/c5stevqtas
News on Stocks in Our Portfolios
What
I am reading today
Why
are meetings so boring?
https://marginalrevolution.com/marginalrevolution/2022/01/why-are-meetings-so-bad.html
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for Survival’s website (http://investingforsurvival.com/home)
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