Daily Charts - Arbitraged Anomalies: the index effect
1.Arbitraged Anomalies: the index effect
-index additions used to rally
-index deletions used to slump
But now?
People know how indexes are constructed, data is easily available, and any stock that looks like it will get included will get bid up well in advance, and the same for those who drop-out of the index.
Fascinating case study...
2.Commodities are Cheap
Investors are ignoring this...
--and they shouldn't, because it's also tied to one of the key pieces in the 2025 macro risk sandwich
(resurgence risk)
3.Difference between stocks n bonds?
the coupon payment for stocks (aka dividends) goes up over time 🤓
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- KSR·08:41👍LikeReport