Posts filed under “Politics”
The long awaited rotation from small cap stocks to large cap, from to value from growth, is well underway. This can also be described as a rotation from speculative low quality names into higher quality issues.
S&P500 Barra Value/S&P600 Barra Growth Ratio
Technician John Murphy notes “the most notable gain is seen in large value, while the most notable drop is seen in small growth.” That suggests to us that the most recent shift has been a move to quality.
2003 Year in Review: A List of Lists (Meta-Metadata)
Why the U.S. Treasury Market Just Won’t Go Down
Hey, big spender
Beyond Red and Blue in the 2004 Election
10 reasons why investors prefer being ignorant
Abby Joseph Cohen Looks to the Future