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Strategies & Market Trends : The Art of Investing
PICK 46.27-1.4%Nov 13 4:00 PM EST

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From: Sun Tzu3/22/2021 12:40:19 PM
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This week, and possibly into next week, you are likely to see relative underperformance in smallcap and value stocks and strength in the bonds (esp. the long end) which will cause a rally in NDX and high profile stocks.

This can almost entirely be attributed to the pension fund quarterly rebalancing. The 60/40 funds have no choice but to sell the small caps and buy the bonds.

If you are a trader, you should get in front of that and move the flow (such as today's). But if you are investor, then you should relish the opportunity to catch up with some of the stuff you wished you had bought back in January but missed on.
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