The smartest actionable portfolio ideas from around the financial blogophere today:
– Bespoke illustrates the relative strength of stocks vs. bonds over the past year.
– How does inflation impact stock returns? Eddy Elfenbein finds the “magic inflation rate” below which the market historically performs well.
– Famed value-investor-with-hedges John Hussman thinks stocks are now overvalued and overbought – he for one will avoid “hanging around, hoping to get lucky.”
– Michael Johnston of ETFdb encourages you to ask “How balanced is your commodity ETF?”
– Kid Dynamite clears up some common confusion about silver pricing: “Don’t confuse wholesale vs. retail with paper vs. physical”
– 13Fs filings are emerging for Q1. Josh Brown finds that Warren Buffett is buying Mastercard stock, and David Einhorn has a load of new positions. And here’s what John Paulson is buying and selling, via eWallstreeter.
– Eric Falkenstein on why bank stocks could be stagnant for years to come – it’s the “reverse cookie jar.”
– Airline stocks get an upgrade from J.P. Morgan analyst Jamie Baker, and Notable Calls adds: “Mr. Baker = God. At least when it comes to Airline stocks. People buy his calls with eyes closed.”
– For technical traders, Corey Rosenbloom shows how Monsanto is “at a critical pivot-level.”
– Brian Nelson lays out 5 reasons to buy Ancestry.com (ACOM) stock like he did.
Image: Nickolas Muray
