Moscow-based bi-lingual blogger, focused on Global/Macro investing and asset allocation. I started as a Russian mutual fund investor in 1999, went for an ETF portfolio late in 2007. Survived the 2008/9 meltdown. I publish a monthly newsletter, Marathon Investor. Forecast free ETF portfolio... More
An interesting trend - U.S. value stocks outperform U.S. growth stocks. Here is some perspective.
Not long ago (Q2 2012) two prominent authors, Mark Hulbert and John Authers pointed out that growth stocks had been relatively strong for quite a while. Given that value typically outperforms in the long run, both shared interesting observations. The picture has changed since that time.
Don't Give Up on Value Stocks
Based on history, value-oriented shares should outperform their growth counterparts in the coming years.
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Value Vs. Growth 0 comments
An interesting trend - U.S. value stocks outperform U.S. growth stocks. Here is some perspective.
Not long ago (Q2 2012) two prominent authors, Mark Hulbert and John Authers pointed out that growth stocks had been relatively strong for quite a while. Given that value typically outperforms in the long run, both shared interesting observations. The picture has changed since that time.
Don't Give Up on Value Stocks
Based on history, value-oriented shares should outperform their growth counterparts in the coming years.
By MARK HULBERT
MAY 8, 2012
From <http://online.barrons.com/article/SB50001424053111904370004577392182864009886.html>
When value goes out of style
Throughout history value has outperformed. In the fallout from the bursting of the tech bubble in 2000, value stocks did well.
When growth is scarce, people will pay a premium for it. So companies that are growing continue to outperform.
By John Authers
April 27, 2012
From <http://www.ft.com/intl/cms/s/0/4d93dab2-905a-11e1-8cdc-00144feab49a.html#axzz2L9Ph7FRp>
And here we are today:
(click to enlarge)
From <http://stockcharts.com/h-sc/ui>
Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.
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