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…
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…
A reprint of an article from our old 'biiwii.com' site... A Value Proposition (November 3, 2007) As the rot in Wall Street’s dark alleys works its way from the inside…