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So far, 2025 *has* been the year of
value stocks outperforming. I think that theme remains
intact as we see a broader rotation out of the more crowded
parts of the market, like megacap tech, where the prevailing
AI narrative has become challenged.
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00:01 - 19/03/25
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The S&P
500 just experienced its first 10% correction since 2023.
Back then it was because of increasing uncertainty about the
regional banks and a potential economic slowdown.
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Retail
Sales Disappoint In February, Despite Major Downward
Revisions
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This is a hell of a start to a
presidential term. Markets are selling off as uncertainty
rises about the economy and policy. It almost seems like
every time they want to bottom that the clown show in DC
intensifies even more |
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Not
seasonally adjusted retail sales ugly, unch YoY, though Feb
is traditionally the worst month of the year NSA
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