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One Trader ‘Would Love To Return To A Market Where Chasing The Hot Stock No Longer Works’
By Kevin Muir of “The Macro Tourist” fame; reposted here with permission
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very interesting analysis albeit slightly depressing
If this isn’t a shift from momentum to value then I don’t know what it’s going to take to make it happen. QT, Trump, tariffs, rising interest rates, deficits, tax cuts and late in the cycle. If momentum survives all that unscathed it may simply be permanent and economics is just flat broken. Planes can now fly without engines, wings, air, full of bricks over the surface of Jupiter don’t ask how magic is real now.