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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (59462)	5/10/2022 12:36:40 PM
From: Sun Tzu	3 Recommendations Recommended By ajtj99 Bocor Lee Lichterman III Read Replies (1) \| Respond to of 97582

Re: Value vs Growth Liz Sonders published an article on the Schwab site that I cannot find anymore :-( If someone knows of it, please send me the link. Anyways, the gist of the article was that value and growth are poorly understood. She sifted over history and showed that many times value stocks had bigger better growth and at other times growth stocks ranked higher on value metrics. The thing is that the funds and indexes did not distinguish this difference because they were too static. She started referring to them as "value" vs "Value" and "growth" vs "Growth". Your biggest gains come when a stock switches from value to growth. For example, the oil and services stocks were value stocks in 2020 and much of 2021. But their earnings growth far exceeded the rest of the market in late 2021 and so far in 2022. So they changed from value to growth and have outperformed the market. Similarly, post dot-com bubble, many formerly growth stocks became value stocks, but they still remained in the tech and growth indexes. I wish I could find the article. It had some interesting statistics.