In This Market, ‘Good News Can Actually Lose You Money’

In This Market, ‘Good News Can Actually Lose You Money’

"Why comment on the past?," SocGen's Andrew Lapthorne and Solomon Tadesse wondered, in a note documenting the dramatic factor rotations that played out on Monday following what appeared to be extraordinarily good news from Pfizer on the vaccine front. That's a question that often confronts analysts in the days after spectacular market fireworks. It's easy enough for journalists to document events in real time, but penning research is a bit more tedious, which in many cases relegates the sellsi
Subscribe or log in to read the rest of this content.

One thought on “In This Market, ‘Good News Can Actually Lose You Money’

  1. A sizeable chunk (as a percentage of my portfolio) of SPY, bookended with tech and value/dividends (lopsided bookends given my current perspective) is my new “60/40”.
    I favor tech. My favorite fast-food restaurant, Chipotle, just opened its first digital only restaurant.

Speak your mind

This site uses Akismet to reduce spam. Learn how your comment data is processed.

NEWSROOM crewneck & prints