the fed has quietly halted bottom line reductions of the balance sheet, markets should rally leading into the holiday season and then tank once again. Short term view bullish.
At the above pane is the SP:SPX making new lows; I really thoght that the low was already made.
Then in red in Small Cap Growth vs Small Cap Value (IWO/IWN), in green is the S&P Growth vs S&P Value (SPYG/SPYV) and in yellow is the Consumer Discretionary vs Consumer Staples (XLY/XLP).
There are a lot more but these are the most common ratios to evaluate what...
The eternal battle, growth vs value. This ratio AMEX:SPYG / AMEX:SPYV has helped in the past in spotting peaks and throughs of the SP:SPX . But for the las few years, is better at timing bottoms.
It did in the 2018 correction, in the Covid crash of 2019 and is doing it now. The ratio starts to go up just before the market does. Because that's what a bull...
FYSA, SPYG tracks teh top 50 largest securities in the S&P 500. Holds 5 of the 6 FAAMNG stocks, which accounts for 39% of the ETF.
I laid out what I see as the 4 main channels for SPYG. It is clearly obvious that it the current trend is way above the trend from both the 2002-2008 and 2010-2019. You can see the 2020-22 rally was an extension of a trend that...
..but please rally "right" :).
The current rally is largely driven by the so called "growth complex" - companies that sell dreams instead earning cash. In a perfect text book world this should not happen at all, particularly given the explosive rise in inflation expectations.
Yes, the market is always right, and far too big to argue with, but still.. meme stock...
Growth is down 1.93%, while value is down only 0.17%. This suggests that the current rut can still be characterized as a rotation rather a broad sell-off. Should vol spike higher this can of course change quickly.
Growth lost about 1% today, while value gained 0,6%. So instead of a pure sell off we rather have a rotation at hand. But lets take a view from 30.000 foot above and put that rotation into context: Starting 2020 the growth/value ratio increased about 50% as illustrated in the chart, what renders today's retracement very marginal. The reason behind the move is...
big guys in the market, the" Market Makers" are rotating their assets from
growth to value, this signal happened twice in 20 years !!!! I need to spend some
time on this they say it is a good strategy to follow. we shall see how
can we analysis it in the future. I hop our community would shed some light
on this matter.
Recently, I have been cleaning up my Roth IRA and other qualified retirement accounts. Most analysts are now recommending the move out of U.S. Treasury bonds due to their low-yields (and almost certain – continued low yield over the next decade!).
I am a fan of ETFs for long-term investing. The benefits are numerous compared to stock selection and mutual funds....
Low cost ETF's that beat the market:
(Note these lean Growth, Tech, & Large-Cap Heavy)
Add slow and steady now; Add heavy when we retest the black trend-line
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Ticker: SPYG
Name: SPDR Portfolio S&P500 Growth ETF
Last Close: 44.85
Net Assets ($M): 7596
Expense Ratio:...
This 60m chart of SPYG is almost identical to the chart of QQQ I posted earlier today. SPYG, or SPY Growth stocks, have been driving the recent move higher in the S&P, with SPYV (Value stocks) lagging the move. I'm counting what appears to be a five wave move nearing completion after breaking out of triangle consolidation. Looking for the index to form a near-term...
