Nothing Changes Sentiment Like Price

Nothing, nothing, NOTHING changes sentiment like price. How do we know this? Consider all the of the conversations currently around the possibility that the Fed and Treasury, in the space of 6 weeks, have KO’d the recession. V-shaped recovery baby. I GUARANTEE you we would not be having these conversations if the S&P 500 was […]

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.