AT&T has rushed ahead of all major stock indices in 2021, but I think that the bull case can still be justified. In a world of low (but rising) interest rates, $T may continue to be a high-yielding, low correlation alternative to long-term bonds. #Stocks bit.ly/3uMxBki

#Cisco will soon report fiscal Q3 earnings, a period that will likely cement the company's recovery from a disruptive pandemic year. I have both secular reasons and short-term convictions to be optimistic, even if not overly enthusiastic, about $CSCO. bit.ly/33I4C5k

Grayscale Bitcoin Trust had an outstanding 2020. But reality check came in the past two weeks, when #Bitcoin fell off the bunk bed. $GBTC bit.ly/3yNa0SI

Fiscal third quarter results provided evidence that #Costco can thrive in virtually any macroeconomic environment. $COST bit.ly/3vwWXCW

Today was the 17th consecutive day during which the S&P 500 did not move up or down by more than 1%. Last time that this happened was January 2020. Is this good? Yes, this is great for buy-and-hold investors. #stocks Seeking Alpha seekingalpha.com/article/443426…

When it comes to meme stocks, little does business analysis matter. So I turn to a tactical portfolio play to explore opportunities in $AMC. #Stocks #MemeStocks #AMCstock bit.ly/3zc2Sit

#PepsiCo's second quarter results topped Wall Street's expectations like rarely seen before. With the stock having rallied 7% in the past three weeks, some have started to worry that richer valuations could mark a top in share price. $PEP #StocksInFocus bit.ly/3eugddR

In "A Key Reason Not To Fear", I talk about ways to take advantage of the diversification properties of VGLT – even inside a long-term growth portfolio. $VGLT Seeking Alpha seekingalpha.com/article/445275…

Yields tend to revert to a mean in the short term, particularly after sharp moves. The recent month-on-month spike in the 10-year rate may be pointing at a moderation, if not reversal, in the foreseeable future. What do you think about it? tornado.com/app/thoughts/3…

Scanning financial media today, consensus seems to be: own value and cyclical stocks, underweight bonds, brace for inflation. Therefore, be very careful buying into these exact trades.

Market predictions are highly overrated. Ask Goldman Sachs. Yes, economic data improved since March. Yes, inflation climbed. But 10-year yields have dropped instead. Today, experts continue to say the same thing about 2022. reuters.com/article/usa-bo…

Shares of top-notch companies like Salesforce.com, #Adobe, #PayPal and #Amex are down at least 10% and as much as 40% from their peaks. Look under the S&P 500 hood, and we can't say that "stocks are too expensive" anymore. $CRM $ADBE #PYPL #AXP Seeking Alpha TheStreet

Here's a random observation: in the past weeks, I received more offers from banks to open a savings account than through most of 2020-2021. This could be a response to higher expected rates (money will no longer be free) and... possibly a bad sign for the markets? Seeking Alpha

Come March-April, "inflation comps" will be just hot enough that we shall see no more "hottest since 1982" headlines. I wonder if they'll say instead "inflation moderates" or something like it. Headlines can create too much a sense of urgency/panic. #inflation #CPI

Today's 10-year treasury auction seems to have caused modestly bearish, but not disastrous, market reaction. Maybe the spike in yields in early January helped to cushion the blow. I see this as good news, on the same day that the hot inflation report came out. #bonds #Markets

Those who like contrarian ideas: how about a triple-leveraged treasury ETF in a year of high inflation and rising interest rates helping to turn $25,000 into $1 million in 25 years? #portfolio #Markets Seeking Alpha seekingalpha.com/article/447928…

#Microsoft sheds $100 billion in market value in after-hours trading on the back of a pristine earnings report (guidance yet to come) and a beat across all segments. This is 2022 for you, right there. Seeking Alpha seekingalpha.com/news/3791238-m…

Charlie Munger, on people's fear of getting #vaccines for #COVID19: "it's really massively stupid. [...] It's not good that there's this much ignorance left". What a legend. finance.yahoo.com/news/charlie-m…

If you are any younger than 40 years old, you have not been around to see the 10-2 yield curve so steeply inverted as it is today. #yields Seeking Alpha TheStreet