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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (11700)	8/12/2021 11:38:10 AM
From: Rarebird	Read Replies (1) \| Respond to of 26251

I usually don't like to talk macro, but I heard a woman on CNBC that rang a lot of bells. Most of what I hear on CNBC is crap and hype. Once in a while someone very good comes on. This woman was from RBC, she emphasized that the Value rotation, which is in the early stages of taking shape, will yield to Growth once the Fed starts tightening. That is True and been my experience. The only question is when will that start taking place. She thought mid 2022. I am not sure about that. That is something I will monitor and let the Market tell me.