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Lessons From The Asian Financial Crisis | Russell Napier
Forward Guidance
The Importance of Inflation in Value Versus Growth
i hear this a lot and i see some sort of anecdotal evidence for it russell that inflationary times are good for value stocks. in the 1970s when it was gold miners and energy companies that thrived while nifty 50 technology stocks got obliterated but looking back until other inflationary periods perhaps the 1940s of the 19 after will rerun. over the past month is stark particularly year to date i think the only sector that's up in the s&p 500 uh s the sp dr sector is xle is is the energy sectorYeah so the data set goes back to i think it's 1929 which is the french fam of data set where they split out value and growth and
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