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The Morning Call--Upgrade The Quality Of Your Portfolio

Dec. 15, 2020 9:17 AM ET
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The Morning Call


The Market


Monday in the charts.

America's V-Day Sparks Safe-Haven, Protection Buying As Stocks 'Sell The News'

Low interest rates do not justify higher stock prices.

Shiller: ECY & Justification For Sky-High Stock Prices



The Economy


The December NY Fed manufacturing index was reported at 4.9 versus estimates of 5.9.


October UK average earnings rose 2.7% versus consensus of +2.2%; unemployment was 4.9% versus 5.1%.

November YoY Chinese fixed asset investments were up 2.6%, in line; industrial production was up 7%, also in line; retail sales were up 5.0% versus 5.2%; November unemployment was 5.2% versus 5.5%


Update on seven high frequency indicators on the economy.

Seven High Frequency Indicators for the Economy

Mass evictions expected at end of January.

Expect The Most Evictions In History As Ban Expires

Ed Yardini on inflation prospects.

Inflation Was Sooo 1970s! Will It Roar Back in the 2020s?

More on the likelihood of inflation.

Inflation Looming? Phillips Curve vs. Quantity Theory

Could stagnation be coming to an end?

What might an end to the Great Stagnation consist of? - Marginal REVOLUTION

Or getting worse?

The Probability of Stagflation is Rising

EU wobbles while France holds it hostage.

The EU Continues To Wobble While France Holds It Ransom

The Fed

Two words.

Convoy Investments: The Bull Market Of Our Lifetime Is Explained By Two Words

Global negative yielding debt tops $ 18 trillion.

Negative-Yielding Debt Exceeds $18 Trillion As Global Market Cap Hits $100 Trillion

Bottom line. Upgrade the quality of your portfolio.

Yield = Poison (4)

What Bogle and Buffett both got right.

Stockpicking legend Warren Buffett and index champion John Bogle both knew the other was right about investing

2020 investing lessons.

My 2020 Investing Lessons

News on Stocks in Our Portfolios

What I am reading today

More wisdom from Morgan Housel.

A Few Things I'm Pretty Sure About

The story of Dave Brubeck’s ‘Take Five’.

The Story Of Dave Brubeck's 'Take Five'

Treasure hunter stays in jail five years rather than reveal location of loot. The story of the incredible effort to locate and retrieve the gold in this treasure ship can be read in ‘Ship of Gold in the Deep Blue Sea’. It is a great book.

Treasure Hunter Stays 5 Years In Jail Rather Than Reveal Location Of Gold Coins Worth Millions

Visit Investing for Survival’s website (Home | Investing for Survival | Investingforsurvival.com) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

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