@Chagsy interesting to hear that view, of course factually correct. I thought the seeds of value o/p was set with the discovery of the vaccine circa 10/20. took some time to become consensus though, just as i think the seeds for value demise are being seen now. what do i mean? to generalise, revenues for value is helped by inflation, especially in a relative sense, guess what the Fed are trying to kill. so being bullish value, at this point is to think the fed will fail or take much much longer to get inflation down. note--this is a relative argument with growth. i could be wrong, or most likely early--like before.

Thanks @Solvetheriddle

I don’t have a particularly strong opinion either way, I just liked the way it was explained, so thought I would share!

If pushed I’d say investors are too late to go value and too early to go growth. So mostly I’m sitting on my hands trying not to overthink things.