Earnings: Will Value Outperform Tech?
Money has been rotating from growth names into 'value' (i.e. those that pay dividends; have predictable cash flow and trade at lower multiples).
Category Asset Allocation
2021 – A Torrent of Buying
When stock indices double their average rate of return in any one year (typically around 10%)... you need to ask why. Two catalysts which come to mind: (i) negative real rates; and (ii) central bank liquidity.
Your Cash Really is ‘Trash’ the next 12+ Months
Fed Chair Jay Powell has told you "your cash is trash". What's more - he is quite happy with that... as they hold a (monetary) gun to savers (and retirees) heads. Question - what are you going to do about it?