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Away from new highs. Joe, i begin with you. The question is how are we going to get to those new highs . Value is outperforming today is this the start of the longawaited rotation . Well, your initiating a great conversation, scott, because as you have identified the s p 500 is basically sitting less than 1 above its all time high whats critical, though, in getting there if you are not going to have a significant outperformance from what has worked, which is clearly hyper growth, is youre going to have to have the participation from the value names. Lets put in context where value really is. Scott, the russell 2,000 is still sitting 9 below its all time high it achieved in august of 2018. When im thinking about value i also have to think about value and get contribution from small cap value, not just Large Cap Value because there has been such a differentiation in the Small Cap ....
Josh brown , some of the individual runs look amazing amazon 7, facebook 7 how long can this continue the other streak thats happening through the Looking Glass is continuing on pace as well small cap stocks look Terrible Bank stocks are the worst place you could be right now now you have the cruise lines and travel related stocks. Those are rolling back over again. I guess retail and energy are hanging in a bit better but the have notes are continuing to have not and so those trends can go on for a lot longer than most people can stomach watching them especially if they are on the wrong side of that its a very difficult market whats important to point out, its not just that nasdaq stocks are doing well the gains are particularly concentrated among the largest nasdaq stocks. We know that all you have to do is look at a ratio chart between the triple qetf and the qqqew which is ....
Has not had much luck with Health Reform i doubt they are talking about moving onto tax policy but there is the deregulatory portion of the president s agenda that could go ahead without congress. Today, you will be signing an executive order to roll back obama era energy orders. Here is kevin cirilli. First and foremost, President Trump is going to completely reverse the former administrations Environmental Protection policies. Has approved he several pipelines that he says will create job growth. However, he also has upset the environmentalists. Al of that said, it has been busy week on capitol hill as the investigation into the potential russia meddling into the u. S. Election continues, particularly in the senate. Officials are going to testify. David as much as we would like the president to be focused on ....
Dubravko Lakos, JP Morgan: "This year's rally is over, and the current positioning of investors shows that they are too optimistic" Mike Wilson, Morgan Stanley: "I can't imagine better news than what we got from Nvidia . and yet the rally failed" Dan Ives, Wedbush: "A massive wave of AI-driven spending is about to fuel another surge in tech stocks" Sam Stovall, CFRA Research: "Historically, September was the weakest month of the year for the S&P 500" ....