Oddball Stocks Newsletter
RT @JeffWeniger: "Growth stocks are higher quality companies."
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell 1000 Growth. https://t.co/jvGKKFX7zm
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RT @JeffWeniger: "Growth stocks are higher quality companies."
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell 1000 Growth. https://t.co/jvGKKFX7zm
tweet
Twitter
"Growth stocks are higher quality companies."
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell…
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell…
Ethan Mollick
After thalidomide was found to cause birth defects, the FDA made it hard to run clinical drug trials on pre-menopause women.
But this well-meaning policy (which lasted from 1977 to 1993) backfired as drug companies focused on men, costing the world about 700 female-focused drugs https://t.co/rD9mJ6ho2T
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After thalidomide was found to cause birth defects, the FDA made it hard to run clinical drug trials on pre-menopause women.
But this well-meaning policy (which lasted from 1977 to 1993) backfired as drug companies focused on men, costing the world about 700 female-focused drugs https://t.co/rD9mJ6ho2T
Man, I may've tweeted about this before, but this is a really interesting + important paper (with the best title ever) and deserves a *bump*
https://t.co/XTz14emzqa https://t.co/blLmOE5mTM - Science of Sciencetweet
Twitter
Man, I may've tweeted about this before, but this is a really interesting + important paper (with the best title ever) and deserves a *bump*
https://t.co/XTz14emzqa
https://t.co/XTz14emzqa
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Special Situations 🌐 Research Newsletter (Jay)
Heat warnings across the country this week. A/Cs on full blast and summer natural gas consumption very high. Stay hydrated! $UNG $BOIL
https://t.co/tAVsqjcIeh
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Heat warnings across the country this week. A/Cs on full blast and summer natural gas consumption very high. Stay hydrated! $UNG $BOIL
https://t.co/tAVsqjcIeh
More than 100 million people are under heat warnings and advisories as a sprawling heat dome is bringing temperatures of up to 110°F, or possibly higher, to a broad swath of the U.S. today.
https://t.co/d4UKlc8sYW - Axiostweet
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Tren Griffin
Yamaha also makes outboard motors and helms. I own two that are electronically steered. Lots of software is involved.
TOKYO -- The global semiconductor shortage is weighing on an unlikely giant in the music industry: piano and audio-gear maker Yamaha.https://t.co/adDjMv1wsO
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Yamaha also makes outboard motors and helms. I own two that are electronically steered. Lots of software is involved.
TOKYO -- The global semiconductor shortage is weighing on an unlikely giant in the music industry: piano and audio-gear maker Yamaha.https://t.co/adDjMv1wsO
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Compounding Capital
In Sept. '99 speech, Buffett observed returns are
driven by profit growth and interest rates
Equity returns over 17yrs '64-81 were 0: GDP grew by 5x, but 10Y yield rose from 4% to 15%, crushing valuations
Equity IRR over next 17yrs '81-98 was 19%: GDP up <3x but 10y fell to 5% https://t.co/0gsqtzujzx
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In Sept. '99 speech, Buffett observed returns are
driven by profit growth and interest rates
Equity returns over 17yrs '64-81 were 0: GDP grew by 5x, but 10Y yield rose from 4% to 15%, crushing valuations
Equity IRR over next 17yrs '81-98 was 19%: GDP up <3x but 10y fell to 5% https://t.co/0gsqtzujzx
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Tren Griffin
For those of you keeping score at home:
"The ECB's deposit rate is now 0%, the main refinancing operations rate is 0.5% and the marginal lending facility is at 0.75%." https://t.co/bizEusX3PP
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For those of you keeping score at home:
"The ECB's deposit rate is now 0%, the main refinancing operations rate is 0.5% and the marginal lending facility is at 0.75%." https://t.co/bizEusX3PP
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Tren Griffin
"Transmission Protection Instrument (tpi) is a bond-buying scheme intended to prevent the spread in borrowing costs between euro-zone governments from widening so far that troubled countries would be at risk of a forced exit from the currency." https://t.co/fdWzKKyR4C
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"Transmission Protection Instrument (tpi) is a bond-buying scheme intended to prevent the spread in borrowing costs between euro-zone governments from widening so far that troubled countries would be at risk of a forced exit from the currency." https://t.co/fdWzKKyR4C
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Rolf Degen
"More liberal participants assigned higher disgust ratings after the headlines discounted the threat of COVID-19, whereas more conservative participants did so after the headlines emphasized it." https://t.co/73pQfqfuok https://t.co/7JY1g4oCgD
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"More liberal participants assigned higher disgust ratings after the headlines discounted the threat of COVID-19, whereas more conservative participants did so after the headlines emphasized it." https://t.co/73pQfqfuok https://t.co/7JY1g4oCgD
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Artisanal Permanent Capital
RT @business: Bernard Arnault is reorganizing his holding company as the French billionaire seeks to ensure long-term family control over LVMH, the luxury empire he’s built https://t.co/u7KlBqweGe
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RT @business: Bernard Arnault is reorganizing his holding company as the French billionaire seeks to ensure long-term family control over LVMH, the luxury empire he’s built https://t.co/u7KlBqweGe
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Bloomberg.com
Arnault Reorganizes Holding to Ensure Family Control of LVMH
Bernard Arnault is reorganizing his holding company as the French billionaire seeks to ensure long-term family control over LVMH, the luxury empire he’s built.