Value Surging in May πŸ’

β€πŸ’¨πŸ‘Ÿ Value rotation. With bubble fears climbing (aided by rising meme stock and joke #Crypto interest), heavy #Flight2Safety to kick off May. Value stocks up +3% MTD while Growth down slightly so far. Overall S&P 500 finished up +1%. 😰 Rising #InflationFears. Treasury Sec Yellen briefly tanked markets Tuesday saying interest rates needed to rise ‘a little bit to make sure Read More

Earnings Winners πŸ˜ƒ & Losers πŸ˜–

πŸ’ͺ Domestic pandemic recovery strong. As cases continue to rise globally, πŸ‡ΊπŸ‡Έ #COVIDRecovery momentum strong. #Earnings winners saw reopenings and increased spending drive beats. Even #RevengeTravel got a boost with Europe likely opening to vaccinated Americans in summer. 🀒 International pandemic recovery not so much. #COVID19 continues to surge internationally with new all-time case highs. Companies with large international exposure were #earnings losers often Read More