Should we rotate from growth stocks to value stocks ?

Nividia results impressive as expected.
Healthcare sector looks attractive
Small and midcaps are attractive too.
Hedge funds have started to short the USD
Look to US GDP revision and PCE index towards the end of the week for direction.

[@9to5live]

Francois not so convinced the big tech outperformance is over

[@budd-b1l]

Very useful, as always, thank you to François and Mark.

[@9to5live]

You are welcome Budd. Glad to be of service

[@ReginaCooper-bw4ui]

Very interesting as usual !

[@9to5live]

Thank you Miss