What the Stock Market Thinks About the Recovery

Posted by Vident Financial on 2/24/21 11:15 AM

Investors have skin in the game. That means that when we are wrong and make the wrong allocations according to our error, we get punished. This does not logically imply that investors are always right. Bubbles seem to be a real thing. But it does mean that investors might have a more direct set of incentives when it comes to the economic outlook than, for example, pundits or people who are asked about their confidence levels in general opinion surveys.

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Topics: Market Recap, US Equities, Market Drivers, equities, Economics

The Global Stock Market Decompression

Posted by Vident Financial on 2/4/21 1:30 PM

In the most recent quarter, global stock markets continued to reverse the valuation compression which occurred in the first quarter.

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Topics: Global Economics, Market Drivers, developed markets, emerging markets, resiliency, equities, Market Resiliency, Economics

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