Why Value’s Long Slog May Finally Have Ended (Along With The Bull Market)

As Peter Boockvar points out, the damage done to momentum favorites over the past few days comes as one of the largest and most heavily promoted IPOs of the year is facing increasing skepticism that is significantly weakening demand for its shares. All of this points to a broader shift towards risk aversion and is reminiscent of the massive shift out of high-flying tech stocks in 2000 and into securities that offered some sort of a “margin of safety.” 

For these reasons, I believe value investing’s long slog may finally be over but so may the long bull market. 

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Disclosure: Information in “The Felder Report” (TFR), including all the information on the Felder Report website, comes from independent sources believed reliable but accuracy is not ...

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