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Today’s Points:
Momentum investing’s run is breaking records and leaving value chasing shadows.- Value stocks may be down, but don’t count them out yet — and when momentum reverses, it does so big time.
- Markets are ever more terrified that
Macron has made a terrible mistake in France... - While Democrats are panicking about Trump 2.0 in the US — and it’s affecting economic numbers.
- AND: A suggestion to try listening to Hozier.
Big, Big Mo
Momentum — a strategy of buying what’s been winning and selling what’s been lagging ...
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