Justina Lee

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Great Reflation Trade Brings New Threats To Record Stock Rally

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Market-derived inflation expectations are near the highest since 2013.

Short Sellers Crushed Like Never Before As Retail Army Charges

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The DIY movement against short sellers that started in GameStop is now spreading to other parts companies.

Robinhood Couple In Viral TikTok Discover Momentum Trading

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AQR's Cliff Asness was among those praising the social media momentum investors.

Research Affiliates Quant Warns Of Bitcoin Market Manipulation

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Alex Pickard’s critique reflects academic research suggesting Bitcoin is influenced by fraudulent trading in a U.S. dollar-backed stablecoin called Tether.

Blue Wave Bets Revive Reflation Trades All Over the World

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Reflation bulls have been counting on a Democrat sweep to usher in further fiscal support for the economy.

Herding By 'Naive' Robinhood Traders May Be Good Signal To Short

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Users of the millennial-friendly app are more likely to chase popular stocks with extreme performance.

Citi And Barclays Push Back Against The Reflation Doom And Gloom

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Barclays is touting value stocks to benefit when U.S. yields rebound from the lows notched this week.

Election Rally Is Feeding The Duration Monster In Stock Markets

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Duration is back in vogue as Wall Street calculates that massive fiscal stimulus is off the table.

AQR's Asness Joins Star Managers To Plead The Case For Value

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It’s a tough message to sell. Value is on track for its worst year against growth since at least 1975.

Value Stock Bulls Are Counting On A Democratic Sweep

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They hope a Blue Wave would lead to a stimulus package to rev up the economy, spur inflation and produce a rally in cyclical stocks.

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