Time to Shift from Growth into Value

Near-term US Equity trends remain constructive, and Thursday's broad snapback argues against the defensive stance that Wednesday's close had suggested, as equal-weighted $SPX and the $DJIA both pushed back to record highs while the downtrodden Healthcare and Financials groups posted strong gains. That kind of participation from outside Technology is precisely what the market had been lacking. Thus, it's very well po...

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