This may or may not be true as time unfolds. I admit up front that I don't know whether this is another value head fake or the start of a new secular trend for value. I further believe that I'm not the only one that doesn't foresee the long term future with 20/20 accuracy. I don't believe anyone does. I have an all-weather portfolio, widely diversified, holding SCV, TSM, and INTL, and I do not intend to change it. I'm too old to bet and have enough experience to have witnessed many apparently well founded bets by myself and by others turn quite sour over time.Nathan Drake wrote:
I’m making the argument that the growth story is over and that 2019/2020 represents a longer term secular bull market for ValueI’m making the argument that the growth story is over and that 2019/2020 represents a longer term secular bull market for Value
Garland Whizzer
Statistics: Posted by garlandwhizzer — Fri Aug 02, 2024 3:42 pm — Replies 150 — Views 16021