Wed, 27 September 2017
Is the market shifting from momentum to value? Today I discuss recent trends in stocks and their possible effect on future markets.
The last several trading days have shown this transition from moment to value stocks. However, the last 8 months have shown a big divergence between US large cap growth stocks and US small cap value stocks. Today I explain how this shift tends to affect future markets and if it a good time to consider rebalancing your portfolio. I also discuss the expected framework for Trump’s tax reform plan that will be announced this afternoon and what its biggest issue could be. Other topics include:
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Direct download: Newfo-0927-170032k.mp3
Category:general -- posted at: 2:51pm PDT