I’ve talked a lot about how the current market environment has a lot of similarities to the Tech Bubble.  I just wanted to share an interesting chart I found.  September has been a pretty good month for value so far, as it has outperformed growth by over 5%.  Obviously that isn’t a big deal given...Read More

There was a really great interview between TD Ameritrade and Rob Arnott, who is one of the most respected stock strategists in the field.  Keep in mind that the spread between growth and value has literally never been greater. While it is easy to look at the recent past and extrapolate that into the future,...Read More

I’ve been writing to you for quite some time about the massive paradox between growth and value stocks.  The largest growth companies have become so big that they now represent the largest portion of the indices in history.  Conversely, value stocks have remained in the penalty box and are trading at very cheap valuations.  The...Read More