Seth Golden
@SethCL
I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group
ID:568403097
https://www.finomgroup.com 01-05-2012 16:00:02
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Equal-weight vs. Cap-weight:
You've cried about leadership and concentration many a time since 1920s. Current EW:CW underperformance since 2015 is roughly 20%. Was 25% from '94 - '00. Leadership and concentration are not bugs, but features.
$SPX $SPY $RSP $QQQ h/t Jim Paulsen