Wed, 8 August 2018
Value investing has been out of favor for growth stocks leading to a big difference in PE ratios. Will we see a shift from momentum based stocks to stocks trading at a discount?
12 more days and we will have the longest running bull market without a 20% market correction. I see a lot of portfolios where people have been in the right place, but all they own are S&P large cap stocks, which are now getting quite expensive. Will we see a shift from momentum based stocks to stocks trading at a discount? Other topics include:
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