B**********r
发帖数: 7517 | 1 Financials are strong. Sector rotation is in favor of large-cap value over
small-cap growth.
Large-cap value is 15% behind small-cap growth this year. Those large-cap value fund managers have to
keep their jobs.
Be a contrarian value investor. |
w******s
发帖数: 16209 | 2 cheers. re baozi
【在 B**********r 的大作中提到】
: Financials are strong. Sector rotation is in favor of large-cap value over
: small-cap growth.
: Large-cap value is 15% behind small-cap growth this year. Those large-cap value fund managers have to
: keep their jobs.
: Be a contrarian value investor.
|
S****S
发帖数: 923 | 3 Re bao zi
Gx
【在 w******s 的大作中提到】
: cheers. re baozi
|
a******1
发帖数: 4654 | 4 现在进BAC and C还是好价为。这是长期投资
value fund managers have to
【在 B**********r 的大作中提到】
: Financials are strong. Sector rotation is in favor of large-cap value over
: small-cap growth.
: Large-cap value is 15% behind small-cap growth this year. Those large-cap value fund managers have to
: keep their jobs.
: Be a contrarian value investor.
|
u********e
发帖数: 4950 | 5 Good day for financials and good day for "contrarian value investor".
value fund managers have to
【在 B**********r 的大作中提到】
: Financials are strong. Sector rotation is in favor of large-cap value over
: small-cap growth.
: Large-cap value is 15% behind small-cap growth this year. Those large-cap value fund managers have to
: keep their jobs.
: Be a contrarian value investor.
|
l**********o
发帖数: 9952 | |
c****i
发帖数: 399 | 7 如果是tech 转到finance 就牛了
如果tech 和finance 都涨就更牛了？
【在 l**********o 的大作中提到】
: rotate了就相对更看牛了。
|
l**********o
发帖数: 9952 | 8 两种都还算牛吧。不过我一向是拍脑袋瞎说。
【在 c****i 的大作中提到】
: 如果是tech 转到finance 就牛了
: 如果tech 和finance 都涨就更牛了？
|
