The Herd is Running into Consumer Staples, Value Stocks

Larry Mc Donald writes ….With a plunge in global equities, the ratio of S&P 500 growth vs. value  has begun a powerful reversal. We continue to see repeated signs of value and defensive outperformance, we believe this a structural shift and expect a continuation of capital inflows.”We believe a comeback in defensive stocks is just beginning and this is an area we have been overweight in positioning.”

https://www.thebeartrapsreport.com/blog/2018/10/24/4892/

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