09-18-2017, 01:27 PM
Much of the optimism driven by stronger growth in Europe, reduced political risks and a hawkish ECB has already been priced in. The dollar weakness partly fueled by the lack of progress with President Donald Trump’s fiscal policies and weak inflation data may start to turn as the Federal Reserve takes the lead in tightening before its European counterpart. “Euro-funded carry trades make sense at this juncture,” said Guillermo Felices, senior investment strategist for multi-asset solutions in London at BNP Paribas Asset, which manages the equivalent of $675 billion. “We have now reached a point where both policy actions and macro data could start surprising to the upside. The risk of a lower euro versus the dollar in the next six to 12 months is material and that favors euro as a funding currency.”
Pain Trade to Turn to Joy for EM Investors Calling Euro Top - Bloomberg
"This market's rotating into what's been left behind of late. That's healthy. Hey, you know what? It's health care. That's right, health care's catching up. How can you spot these rotations? It's simple. Let me give you my No. 1 rule of thumb for spotting rotations," the "Mad Money" host said. "First, you look up what stocks are rallying the most. You can look at percentage gains or big [basis] point gains. Then you see if there's any news or research behind the particular move that you're seeing. If there's nothing to it, if there's no obvious reason, then you know what you're witnessing? The beginning of a rotation."
Cramer's No. 1 rule for spotting stock market rotations
Year-to-date, Apple has outgained Amazon (AMZN) (32.32%), Alphabet (GOOGL) (18.64%), Microsoft (MSFT) (20.33%), and Walmart (WMT) (15.28%). With the major indices near all-time highs and Apple introducing several new products in time for the holiday shopping season, the stock has plenty of time to add to its gains.
Apple Critics Are Totally Missing the Point
A growth spurt of 26% in 2015 was branded “leprechaun economics”: large multinationals seeking to protect their profits moved intellectual property into Ireland, with no change in the real economy. Ireland’s exchequer remains highly dependent on a few large companies, leaving the economy in a vulnerable position.
Weakest eurozone economies on long road to recovery | Business | The Guardian
We have identified 20 rapidly growing companies that have also become more profitable. And the surprise is that they can reasonably be considered growth stocks. MarketWatch’s Mark Hulbert pointed out that value stocks are cheaper relative to growth stocks than they have ever been, except for the internet bubble of 2000. Also see: These four fund managers’ secret to success: Don’t go with your gut on stocks To start, what is a value stock? It’s generally considered to be one that trades low relative to book value. John Buckingham, the editor of the Prudent Speculator newsletter (which recently had a No. 1 ranking for performance since its inception 40 years ago from the Hulbert Financial Digest), simply divides all stocks in half. The cheaper half, based on price-to-book ratios, are deemed value stocks.
These 20 value stocks are disguised as growth stocks - MarketWatch