A whiff of Goldilocks, on cue... As inflation fades but the economy remains intact. Amid the Q4-Q1 broad rally projection and specifically due to our view of fading inflation signals…
After adding GOOGL this morning to go along with other items I consider somewhat negatively correlated to long-term yields (DVAX, TWST, ZM, META w/ MSFT on priority watch) and thus,…
It appears that Growth/Value may have topped out with the short-term bottom and bounce in long-term yields. If yields break through and reestablish a real uptrend then insofar as we'd…
As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…
Market has been rotating back to growth from value and reflation-sensitive areas It was all about long-term interest rates and the beginnings of the at least temporary failure of the…
The title is my way of saying CLOU and other growth areas have a chance to rally while bond yields drop. With the back-off in yields growth stocks are logically…
30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For "best of breed" top down…
Bear (Beer) flags in two seemingly unrelated items But are they actually unrelated? Neither of them likes the rise in long-term yields currently ongoing. So there's a common thread. The…
Broad Markets As noted this morning to subscriber R.D. who emailed talking about the rotation to value and how it appeared machine driven. R.D.... It does seem obvious to me…
Something changed just before, during and after Armageddon '08. That something is that the impulsive rise in growth stocks vs. value stocks (2007-2009) then maintained a grinding uptrend until a…
Far be it from me to be a momentum hopped trend follower, but the charts are the charts. This article at MarketWatch that wants to be contrarian tells about how…
Why have Value stocks delivered frustration while over-valued Tech and Growth deliver the big gains? Well, this... And this... Call it a bubble or call it the future now. My…