!!! Don't Miss The Angel 888 Number !!!
I have a dream, a song to sing
To help me cope with anything
If you see the wonder of a fairy tale
You can take the future even if you fail
I believe in angels
Something good in everything I see
I believe in angels
When I know the time is right for me
I'll cross the stream, I have a dream
"I Have A Dream" - ABBA >>> "We Aim To Fulfil It" - Wheel of Fortune
Deutsche Bank (DB) is wondering are we at the start of a long-term reversal from growth/tech large-caps into value/cyclical small-caps.
That's an interesting question indeed, however before dealing with the macro, perhaps it would be wise to deal with the micro.
As a matter of fact, we wonder about an exact similar possible reversal, except that our "wondering" involves Deutsche Bank...
1. A possible reversal of DB versus the broader stock market (SPY)?
2. A possible reversal of DB versus the broader German stock market (EWG)?
3. A possible reversal of DB versus the European banks benchmark (EUFN)?
Before you wonder how others are looking, you might wish to take a close look at the mirror...
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