The equity move higher continues as do the imbalances. Mega-caps (chart 1) and Tech (chart 3) are continuing to outperform as the valuation disparity looks ominous (chart 4). Let's dig in...
It's the Same Old Song...
It's the Same Old Song...
It's the Same Old Song...
The equity move higher continues as do the imbalances. Mega-caps (chart 1) and Tech (chart 3) are continuing to outperform as the valuation disparity looks ominous (chart 4). Let's dig in...