The question keeps coming up.
As it should.
“JC, do you think this bounce in Growth has legs?”
And the answer is that yes, I think it could. There are some nice trades in these beat up growth areas that have set up very nicely.
We discussed a few of these once again on Monday night.
But I believe this one really depends on your time horizon.
Can Growth outperform for a bit? Sure.
But do I think it can do that throughout the rest of the year?
No I don’t.
Here’s the Large-cap Growth vs Value in black, as well as the Small-cap Growth vs Value in Blue: [Read more…]