Wednesday Reading List

ICYMI: Investment Winners Rotate…and they’re doing it again – A career that has touched four bull markets has taught me that not only do winners rotate on an annual basis, but each bull brings new leaders and laggards. Here’s what I think you should do about it.

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Schwab’s Chief Investment strategist is out with her latest piece looking at the recovery. Lots of interesting charts worth checking out to see how market trends have evolved during the crisis.

Bridging the Gap(s): Converging and Diverging Trends Stemming From the Crisis by Liz Ann Sonders

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Franchise values are skyrocketing and NBA owners want to monetize it while still retaining control over their franchises. Interesting look at how businesses can use private equity to accomplish this goal.

NBA plans for private equity investments in teams by Jabari Young

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Must read post about investing in stocks.

The Price of Admission by Charlie Bilello

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Return forecasts help you build a financial plan and portfolio, but use with caution. Not all are created equal, some are ridiculously bearish, and they’re just forecasts. Sensible Takeaways: invest internationally, don’t overdo it with US stocks (especially large cap), and bonds could struggle.

Experts Forecast Stock and Bond Returns: 2021 Edition by Christine Benz

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A look at what to expect from the Fed under Biden.

The Fed under Biden: New mandates, a close White House tie and big challenges ahead by Jeff Cox

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Interesting perspective from business leaders on how climate change action could create jobs.

Executives from Jeff Bezos to Ford Motor Co.’s Bill Ford tell Joe Biden: Fighting climate change means job creation by Catherine Clifford

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“An eminent astrophysicist argues that signs of intelligent extraterrestrial life have appeared in our skies. What’s the evidence for his extraordinary claim?”

Have We Already Been Visited by Aliens? by Elizabeth Kolbert

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Something I had no idea was attempted that may interest local readers.

Billy Beane-led SPAC fails to strike deal to take Boston Red Sox public, report says by Matthew Fox