Conventional wisdom, the Buffett Indicator puts us roughly where we were in 2000. Eerily similar, we’d say, with tech stocks driving the market.
Conventional Wisdom
The stock market continues to defy logic, or perhaps just conventional wisdom. Yes, companies and the economy broadly had a bad second quarter. Yes, ultimately most will recover. Will they fully recover? What sort of time frame to get back to pre-covid performance levels? Most will agree things will be different on the other side of this pandemic, but how? Will there be an employment recovery, too, or will some dislocation be permanent? Plus, of course, Congress chose to ‘go on vacation’ rather than address a further stimulus package. When you think conventional wisdom, you think uncertainty is problematic. Still, the Dow had another up week, ending at 27,931.02, up 497.54 for the week – 1.8%. So, if conventional wisdom no longer applies, how do we make sense of where this is heading? I suggest you take in multiple perspectives and form your own opinion.
Why are US Stocks Flirting with Record Highs Amid a Global Pandemic?
Three Market “Anomalies” Test Contrarian Strategies
Inflation Coming? 12 Charts You Must See to Believe
The Market is Sending Warning Signals
An Unexpected Systemic Crisis is For Sure
How Long Will ‘The Money Printer Go Brrr?”
What to Do About Big Tech Being Overvalued
Economic Intuitions Behind the Q-factors
I find the Morning Brew to be an interesting, quick, daily read. It’s worth a look.
Ever watchful for investment opportunities, this week’s picks
Now you have more data, is conventional wisdom wrong? Is there no top to the market? No one wants to miss out on the greatest run ever, but how big will the inevitable fall be this time? Pretty sure no one knows, so let’s focus on finding some opportunities amidst the unusual circumstance.
Income Investing
3 Dividend Stocks I’d Buy Right Now
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An Income Factory for Turbulent Times: Our ‘Hunker Down’ Portfolio
Technology Investing
Intel Against $5T Big Tech: The Clear Winner
Forget the FAANGS, Intel’s Where the Value’s At
Intel Tiger Lake Will Likely Crush AMD
What to Do About Big Tech Being Overvalued
My Tech Basked Has More Growth Than the Nasdaq 100
Other Ideas
Super Tiny Stocks Staging Bigger Rebound Rally Than Megacap Tech
Forget the Recession – These Three Stocks Win No Matter What
Tracking Tweedy Browne Portfolio – Q2 2020 Update
It never hurts to revisit last week’s ideas: https://www.markschwarzmann.com/2020/08/10/august-lull/
One quick thing on the economics of the Presidential election
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