Buy large-cap value, it is time for sector rotation# Stock
B*r
1 楼
Large financials are 15% behind the small-cap growth sector this year. BAC/C/MS/HIG/...
... are all trading way below book value. If they do not rally, many large-
cap value fund managers will lose jobs at year end.
Why not be a confident left-side buyer?
... are all trading way below book value. If they do not rally, many large-
cap value fund managers will lose jobs at year end.
Why not be a confident left-side buyer?
