Tag: #RetailInvesting

New meme trade featuring AMC 🍿

June 6, 2021 Ryan JueResearch, Weekend Update#COVIDRecovery, #Flight2Safety, #GameStonks, #RetailInvesting

🥳 Growth resurgence fades. End of May Growth party fades in June. S&P 500 almost rose another +1% last week, but on #Flight2Safety Value names. Growth underperformed relative to overall market, but still up. 🇺🇸 Domestic recovery keeps rolling. More #COVIDRecovery momentum with surging demand and travel volume, but also growing pains from supply and labor shortages. ️🎭 AMC’s Wide Ride. New #GameStonk AMC Read More

Value is the new Growth

March 31, 2021 Ryan JueMarket Musings#Back2Work, #COVID19, #COVIDRecovery, #Flight2Safety, #Reopening, #RetailInvesting, #RevengeTravel, #RisingYields

The first quarter of 2021 is a wrap! While the overall S&P 500 is up +6% this year, it’s been a roller coaster if you breakdown the components. Let’s take a look at our overall 2021 theme #Flight2Safety. S&P 500 Value stocks are up +10% YTD. Meanwhile, S&P 500 Growth names are only up +2%. Read More

Correcting the Correction

March 9, 2021March 9, 2021 Ryan JueMarket Musings#COVIDRecovery, #Flight2Safety, #RetailInvesting, #RevengeTravel, #RisingYields, Commentary, Market Musings

While markets surged today, high growth stocks had been under siege for the past several weeks. Before today, tech heavy NASDAQ fell over -10% from its peak on Feb 12 while the more diverse S&P 500 fell less than -3%. Today, NASDAQ’s Herculean rebound recouped part of the loss, but still remains down -7% from Read More