4 min read

Pivot or No Pivot?

By: Altegris Research (Curators) on 11/4/22 2:00 PM

Weekly Round-Up
Featured Image

Weekly Round-Up: Issue 110422

 
Stocks

Visualizing S&P 500 Performance in 2022, by Sector | Visual Capitalist

 

 

Globalization

Globalization is in retreat for the first time since the Second World War | PIIE Institute

 

 

MIDTERMS

How does the president's party fare in the midterms? | Reuters

 

 

CREDIT

DoubleLine’s Sherman Is ‘Not Touching’ High-Yield Bonds Just Yet | Bloomberg

 

 

REGIME RESILIENCE

Historical REIT Outperformance Across Inflation, Interest Rate, and Economic Growth Regimes | NAREIT

 

 
BIG VS. SMALL FUNDS

Large Hedge Funds Have Outperformed This Year. So What? | Institutional Investor

 

 

PRIVATE VS PUBLIC

The volatility laundering, return manipulation and ‘phoney happiness’ of private equity | FT

 

 

FED

Jerome Powell Should 'Get It,' But Maybe I'm Being Obtuse | Real Clear Markets

 

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