Here’s what the 2016 value rally says about how far the current advance can go

MarketWatch2021-03-10

Call it revenge of the bonds — or the tech bros. A nearly 5 basis point decline in the yield of the 10-year Treasury sparked huge gains for the recently out-of-favor technology sector, with the Nasdaq...

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精彩评论

Elongated
2021-03-11
Elongated
💯 percent quarter over quarter increase in new sign up, what’s better than TIGR?
5c314778
2021-03-11
5c314778
Downs more than ups
- 5c314778:
  yes
GohHW
2021-03-11
GohHW
2021 belong to spca
WayneLo
2021-03-11
WayneLo
It sounds more like how wallstreet folks manipulate the news and making big money
l3enji
2021-03-11
l3enji
.
Kok
2021-03-11
Kok
Please like n comment on my post. Tks!!
- Acella:
  😀

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It is no longer as expensive, and the composition has changed due to the rotation. It no longer represents an extreme tech vs financials exposure. Momentum is now long cyclicals, with a much more balanced sector exposure,” she says.\nThe value rally, however, can continue, being driven by continuously increasing yields and inflation expectations. Value does best in the recovery part of the cycle, and struggles in the expansion part.\n\nMcCarthy says the 2016 rally in value gives clues as to how long the current rally can last. In 2016, it ended as soon as the Federal Reserve hiked interest rates.\n“Nominal yields, the yield curve and real yields steepened in the second half of 2016 in anticipation of the Fed raising rates — similar to what we are seeing now. If this is the case, then there could be a lot further to go (at the last Fed meeting, most members did not project rates increasing until beyond 2023),” she says.\n\nBanks stocks are at the heart of the value trade, and there is further outperformance to go if they are to make up for the loss over the past 12 months, McCarthy says.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":321471654,"gmtCreate":1615467004678,"gmtModify":1703489435122,"author":{"id":"3572252350661669","authorId":"3572252350661669","name":"Elongated","avatar":"https://static.tigerbbs.com/38d2fb3ef1779fef227be51f2e720466","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3572252350661669","authorIdStr":"3572252350661669"},"htmlText":"💯 percent quarter over quarter increase in new sign up, what’s better than TIGR?","listText":"💯 percent quarter over quarter increase in new sign up, what’s better than TIGR?","text":"💯 percent quarter over quarter increase in new sign up, what’s better than TIGR?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321471654","repostId":1119259036,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":321439003,"gmtCreate":1615459429002,"gmtModify":1703489330444,"author":{"id":"3575020360100013","authorId":"3575020360100013","name":"5c314778","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575020360100013","authorIdStr":"3575020360100013"},"htmlText":"Downs more than ups","listText":"Downs more than ups","text":"Downs more than ups","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321439003","repostId":1119259036,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3776648,"gmtCreate":1615517802367,"gmtModify":1635755526908,"authorId":3575020360100013,"author":{"id":3575020360100013,"idStr":"3575020360100013","authorId":3575020360100013,"name":"5c314778","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":321439003,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"EN"},{"id":321575737,"gmtCreate":1615457143629,"gmtModify":1703489295662,"author":{"id":"3569727470774557","authorId":"3569727470774557","name":"GohHW","avatar":"https://static.tigerbbs.com/6dec9efffb91ea367e5ecb140afa5a42","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3569727470774557","authorIdStr":"3569727470774557"},"htmlText":"2021 belong to spca","listText":"2021 belong to spca","text":"2021 belong to spca","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321575737","repostId":1119259036,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":321561910,"gmtCreate":1615453660930,"gmtModify":1703489231578,"author":{"id":"3571463229344698","authorId":"3571463229344698","name":"WayneLo","avatar":"https://static.tigerbbs.com/14093ba883674abafbe66f8cf1adf5d3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571463229344698","authorIdStr":"3571463229344698"},"htmlText":"It sounds more like how wallstreet folks manipulate the news and making big money","listText":"It sounds more like how wallstreet folks manipulate the news and making big money","text":"It sounds more like how wallstreet folks manipulate the news and making big money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321561910","repostId":1119259036,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":321580285,"gmtCreate":1615452272147,"gmtModify":1703489213585,"author":{"id":"3576842974991593","authorId":"3576842974991593","name":"l3enji","avatar":"https://static.tigerbbs.com/4f6737dcbd83a51cc07a69c1a7321191","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3576842974991593","authorIdStr":"3576842974991593"},"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321580285","repostId":1119259036,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":321508537,"gmtCreate":1615447267229,"gmtModify":1703489159554,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3560204717545571","authorIdStr":"3560204717545571"},"htmlText":"Please like n comment on my post. Tks!!","listText":"Please like n comment on my post. Tks!!","text":"Please like n comment on my post. Tks!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321508537","repostId":1119259036,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3768663,"gmtCreate":1615454745395,"gmtModify":1635755944641,"authorId":3563150446821026,"author":{"id":3563150446821026,"idStr":"3563150446821026","authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":321508537,"type":1,"supId":0,"prevId":0,"content":"😀","text":"😀","html":"😀"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":64,"commentSize":22,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1119259036"}