“Great. I have now shown that fundamentals don’t matter and that chasing the hot stock is all one needs to do to outperform.”
Category: value
Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout
Who knows, maybe Netflix can turn the tide.
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
‘The Wrong Kinda Heater’: Hedge Fund ‘Consensus’ Trade Suffers Dastardly Run
“Another day for U.S. equities funds, another sizable underperformance.”
‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call
“We have been out on a limb the past month.”
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’
“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”
Growth Is The New ‘Value’ – If You Just Divide Up The Numbers ‘Right’
“In a surprising twist, some high multiple growth stocks actually represent an appealing “value†opportunity.”
The Rich Get Richer.
And that’s the week.
All’s Well That Ends With A Record Close.
It’s Friday.
Ctrl-Alt-‘Up’.
Another day, another…
Rotate Me.
“The past few weeks have been marked by significant rotations.”
Is There Any ‘Value’ Left Here? Goldman Answers
Whatever the case, this is going to depend largely on whether…
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