Valérie Noël’s Post

🔻 The ratio of Russell 1000 Growth (IWF) / Russell 1000 Value (IWD) is at a peak level last reached over 23 years ago, in July 2001. If you take note of the bottom pane, indexed at 100 in 2000, IWF (Growth) is up +498% while IWD (Value) is up +443% over the same period. This isn’t identical returns obviously, but the difference doesn’t seem as staggering as looking at the ratio from the top pane. The explanation of how this must have occurred? Growth is absolutely clobbering Value as of very recently. For reference, IWF (Growth) is up about +25% YTD with IWD (Value) up just +6% YTD. Worth nothing that the Russell 1000 Value index was leading on a relative basis for almost the full timeframe below. In my view, yet another way to quantitatively support the assertion that the broad US equity market is being carried by a dangerous concentration of growth stocks, which sadly will not turn out to be a viable dynamic if were to achieve a long-term, sustainable bull market. Time will tell. OVOM Research, TradingView #Research #Economy #Markets #Macro #Equities

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cfRXC0

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cfNJy0

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cg7jd0

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, I highlight key economic data and activity from prior month. #FinancialMarkets #Economy https://hubs.li/Q02cg9sT0

Goldman Sachs Predicts 10% to 20% Dip in U.S. Stocks According to recent analysis from a prominent financial institution, U.S. stocks may experience a significant downturn in the coming months. As the Federal Reserve implements measures to combat inflation, Goldman Sachs Group Inc. predicts that stocks could potentially fall by as much as 20%. The analysts at Goldman Sachs suggest that there's a 40% likelihood of the S&P 500 index dropping to 3,400 by year-end, which would represent a decline of approximately 17% from its current level. As investors, it's crucial to stay informed and prepared for market fluctuations. Keep a close eye on the evolving economic landscape and consider adjusting your strategies accordingly. Remember, prudent risk management and a long-term perspective can help navigate uncertain times in the financial markets. #MarketAnalysis #Investment #StockMarket

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cfVZm0

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cgfcx0

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cfZ_Q0

The stock market posted gains the past five weeks straight with the S&P 500 up 9.1%. The bond markets, foreign developed stocks, and emerging markets followed suit as all posted positive performance. The continued tight monetary policy appears to be taking effect as inflation cools and consumer spending slows. In Sanderson Wealth Management's latest Monthly Update, Phil Frattali highlights key economic data and activity from the prior month. #FinancialMarkets #Economy https://hubs.li/Q02cfWPN0