1.19.2021

Adrenaline-fueled rush for small caps, vaccine plays and story stocks dents passive-indexing trend - CNBC

"The ETFs garnering the heaviest flows since Oct. 30 -- when the recent rally got rolling -- include the Vanguard Total Market fund (which captures more the non-S&P 500 names) and a group of cyclical proxies."

Note: make sure to review the weekly playbooks published every Monday to get a detailed breakdown of recent ETF flows across popular market segments including U.S. size & style, U.S. factors, U.S. sectors & industries, international regions & countries, global thematics and fixed income sectors. 

Why Batteries Are the Key to Biden's Green Dreams - Bloomberg

"President-elect Joe Biden's plan to fight global warming calls for building vast swaths of solar panels and wind turbines, but making it work will rest squarely on batteries."

 

Why Toll Brothers Stock Could Benefit the Most From the Shift Happening in the Housing Market - Barron's

"Home builders have low valuations because investors worry about the possibility of higher mortgage rates and the durability of the current buoyant market. Yet home building could be on an extended roll, thanks to an imbalance between supply and demand. An estimated 2.4 million new homes are needed every year, while only 1.6 million are being constructed."

 

Emerging Markets Have Less Reason to Fear the Fed - WSJ

"A more cautious Federal Reserve, a less cheap dollar and moderate inflows of foreign money make a 'tapertantrum' of the variety seen in 2013 less likely"