The Economist Magazine

The Economist magazine is famous for publishing magazine covers that prove to be great contrary indicators. If the latest Economist cover is anything to go by, we should expect Wall Street and Main Street to re-couple soon. What we don’t know (yet!) is whether the economy will catch up with the stock market, or whether […]

Growth Verses Value And “Sector Rotation”

The broad stock market indices have given no indication of the violent struggle between growth verses value. Here I discuss this sector rotation, whether it is likely to continue and the outlook for stocks generally.