Don Cassidy
Don Cassidy
afraid buy fun rates threat time
Like anything else, the time to buy them is when they look the scariest. When they've been going down, when rates have been rising, and you're afraid and there's the threat of recession. ... And if it's been fun for a while, you better think about getting out.
buy higher stomach whenever
Whenever you buy any kind of sector, you have to have the stomach for higher volatility.
time
This probably isn't the time to go heavily into leveraged funds.
insular
You can be too insular in your thinking. It could backfire big time.
banks clearly drive factor financial five growth helping large leading shift six value year
We thought there'd be a shift to growth this year because value had been leading for five or six years, but we also thought there would be a shift to large caps, which clearly hasn't happened. Meanwhile, value-oriented sectors such as financial services, banks and brokers haven't been strong, another factor helping to drive growth over value.