Article

2021-05-08 Economy

Analysis: Fund managers see value, cyclical stocks running further despite slow U.S. jobs recovery

Archived material is restricted to Rantburg regulars and members. If you need access email fred.pruitt=at=gmail.com with your nick to be added to the members list. There is no charge to join Rantburg as a member.

Posted by Besoeker 2021-05-08 03:07|| || Front Page|| [9 views ] Top

#1 The problem, IMO, with economists is that you can't even assume that the opposite is true.

Posted by g(r)omgoru 2021-05-08 03:46|| 2021-05-08 03:46|| Front Page Top

#2 The slow but steady rotation out of growth and into value stocks started 6 months ago.
For growth stocks, their underperformance will last a decade.

Posted by Dacama 2021-05-08 08:43|| 2021-05-08 08:43|| Front Page Top

#3 Thing is, if you can talk somebody into buying a trash stock (or anything) from you, the price of the stock goes up. Not the value.
See Greater Fool Theorem.

Posted by ed in texas 2021-05-08 21:48|| 2021-05-08 21:48|| Front Page Top

23:56 Clem
23:55 Clem
23:02 SteveS
22:54 Frank G
22:16 trailing wife
22:14 Clem
21:48 ed in texas
21:26 Kofi Fillmore7822
21:17 746
21:11 Airandee
21:10 trailing wife
20:11 trailing wife
19:53 jpal
19:49 jpal
19:43 trailing wife
19:34 Threrong Whiger3278
18:54 Rob Crawford
18:51 NN2N1
17:42 magpie
17:07 JonhQC
17:07 swksvolFF
16:48 NN2N1
16:23 Rex Mundi
16:21 Rex Mundi