The hottest Market volatility Substack posts right now

Chinese stock markets are collapsing, showing signs of a potential fraud that's causing panic among investors.
The real estate crisis in China is exacerbating the financial turmoil, leading to massive declines in stock market indexes like the Shanghai Composite and Shenzhen Component.
Efforts by Chinese regulators to stabilize the markets, such as injecting funds and clamping down on illegal practices, have so far been ineffective in curbing the crisis.

Economist Michael Hudson discusses the collapse of four US banks in two months, including First Republic Bank being taken over by JP Morgan Chase, highlighting the deep ties between government regulators and bankers.
The collapse of banks like First Republic Bank can be attributed to high ratios of uninsured deposits and risky long-term mortgages, demonstrating systemic issues in the banking sector.
The banking crisis is a result of the government's bailout policies, with large banks like JP Morgan Chase being given favorable deals despite being rated as the riskiest, leading to the undue burden on the economy and the potential for a deep financial collapse.

Value investors can create a low-volatility portfolio by combining Factor Investing with Value Investing
Implementing a diversified portfolio of 20 stocks with >1:3 risk:reward can provide a 15% CAGR while minimizing downside volatility
Staying disciplined, identifying stocks with high risk:reward ratio, and staying in cash until finding suitable opportunities are key strategies for value investors

Manifold and Polymarket are prediction market sites with different betting systems.
Contrary to a hypothesis, Manifold is not more volatile than Polymarket.
The request is for Manifold and Polymarket to provide easier access to time-series price data for analysis.

The recession that has been expected is delayed, and there are indications that the economy continues to grow.
Inflation is decreasing, and the Federal Reserve aims to maintain this trend through its monetary policy.
The technology sector has seen a resurgence in 2023, particularly in big tech companies and AI developments.

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Elon Musk has reclaimed the title of the world's richest person from Bernard Arnault.
Musk's wealth fluctuated due to Twitter stock purchases and controversies.
Musk's financial success is tied to his various private companies like SpaceX and The Boring Company.

Silicon Valley Bank and Signature Bank were declared systemic risks, ensuring depositors' funds safety
Unused liquidity buffer was critical for banks like First Republic to manage the fallout
The joint plan focuses on making depositors whole and easing collateral requirements to maintain stability

Staying invested is important for long-term gains in the stock market, despite market volatility.
Market timing is not effective because predicting the future is impossible.
Stocks historically recover from downturns, so it's important to stay invested and continue buying in the market.

The stock market is likely to experience a pullback because history shows that periods of continuous growth are always followed by downturns.
Investors should be prepared for market volatility, as on average there are 3 pullbacks and a correction every year.
Selloffs are a normal part of investing, and understanding the different levels like pullback, correction, bear market, and market crash can help investors navigate through fluctuations.