After a humbling 2018 for price-sensitive investors, will we remember the 4th quarter as marking the rebirth of value?
The rush into growth and momentum continued a familiar trend and further stretched already elevated valuations.
The knee-jerk rush into large caps has left major swaths of small cap equities out of favor and trading at attractive levels.
The short-sighted focus on Information Technology has created a very narrow market, which is not normal, nor healthy.
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