Daily Archives: Nov 19, 2020 at 07:28 am EST

Revisiting First Principles For Portfolio Design: Part I

Even in a pandemic, the foundation for building and managing investment portfolios persevere. That’s easy to overlook amid a firehose of new investment products, roller coaster swings in markets and a global health crisis. Although there’s (still) no silver bullet for success, at least there’s an obvious, productive starting point: the “market” portfolio.
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Macro Briefing: 19 November 2020

US coronavirus deaths continue to rise sharply: PLTCO
States with fewest restrictions suffer worst virus outbreaks: NYT
Oxford Covid vaccine trials shows encouraging results for older adults: CNBC
Georgia recount expected to reaffirm that Biden won state: RTRS
Asia-Pacific countries eye freer trade policy with Biden administration: RTRS
Today’s US jobless claims report likely to show new applications remain high: WSJ
ECB president pledges robust stimulus in Dec to support Eurozone economy: BBG
Why is bitcoin surging? MW
Trump’s last stand to overturn Biden win: Electoral College delegates: PLTCO
Single-family home construction in US rose more than forecast in Oct: BBG