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TINA's Dead and Bonds Are Back

What Goes Up

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Is It Time to Get Back Into the Growth Versus Value Trade?

The S&P 500 has rallied over 7% in the last couple of days. Is it time to keep in that value and sort of everything but tech and growth basket going into the 2023? Absolutely, Mike. I think we are going to, at least for the next few months, actually see higher interest rates from the Fed,. And again, you want to be allocated to the value part of the equity market with tickers such as sort of IWD or IVE.

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