Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…
The catch-up in mid-cap and small-cap was dramatic in Q4 ’20 per the above numbers, but despite “value” doing better,…
From Ed Yardeni’s blog on Tuesday, 8/25: “1) GDPNow model tracking at 25.6% for Q2. (2) Citi’s economic surprise index…
It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20…
As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the…