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When Secular Trends Reverse…and Economic Time Bombs

beebee
in Other Investing
What worked yesterday may not work going forward, until it does again, We invest in cycles and cycles trend up and down.
The most significant investing trends over the last 10 years can be summarized as follows…

1. Large Caps over Small Caps.
2. US over International.
3. Growth over Value.
4. Tech over Everything.
5. Long Duration over Short Duration (Yields Falling, Curve Flattening).
6. Stocks over Commodities.
7. When Covid-19 first hit the US last February and March, all of these pre-existing trends accelerated.
when-secular-trends-reverse/
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