AVDV

Perspectives on Rotations Into Value, Small-Cap, Developed and Emerging Markets

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After hearing for five years about the valuation bubbles that would cause QQQ and SPY to suffer imminent crashes, net cash flows from major institutions are starting to agree.  Themes of rotation out of large cap US growth stocks and into small cap and/or value stocks and/or international stocks continue to dominate market commentary.  The … Read more

2025 3Q Review: Bears Capture Headlines While Bulls and Gold Bugs Garner Profits

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Strategists, economists, and all manners of pundits have been somberly telling us since January why market euphoria is misplaced.  There has been no shortage of rationales for their bearish forecasts.  Tariffs, systemic instability, recession, inflation, ridiculously unprecedented valuations and more have explained why a major correction or potential crash has been inevitable this year.  Their … Read more