3-Circle Investments by The Bear Traps Report

3-Circle Investments by The Bear Traps Report

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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Has the Growth to Value Rotation has run its course? We Say Yes

Has the Growth to Value Rotation has run its course? We Say Yes

As $/cnh finds a floor, expect value's outperformance vs growth to wane. Sell Value, Energy and Reflation trades

Craig Shapiro's avatar
Craig Shapiro
Jan 28, 2022
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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Has the Growth to Value Rotation has run its course? We Say Yes
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Fun chart here - Growth vs. value ratio vs $/CNH. My thesis is that as $/cnh starts to rally here on combination of diverging monetary policy and growth trajectories, this will start to become a head…

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