#value-rotation

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from24/7 Wall St.
1 week ago

Dow 50,000 Shows This AI-Led Bull Market Has Plenty of Room to Run

The Dow's recent outperformance reflects a rotation into value, driven by cash-flow-generative industrials like Caterpillar amid cooling big-tech momentum.
from24/7 Wall St.
5 months ago

I'd Hold High Income ETFs to Beat the SPY

The S&P 500 is wandering into uncharted territory as it looks to wander above the 6,500 mark going into the last four months of the year. It's never been so concentrated at the top, and with valuations on the rise (it may find itself closing in on a 30 times trailing price-to-earnings (P/E) multiple), some wonder if the SPDR S&P 500 ( NYSEARCA:SPY) is overdue for a correction.
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