Vince Jansen (@vince_r_jansen) 's Twitter Profile
Vince Jansen

@vince_r_jansen

Founder of Artificial Alpha Investments. Testing equity ideas here and on Substack. Please read disclosure information: bit.ly/3VBK8na Skol Vikes!

ID: 79069547

linkhttps://www.artificialalphainvestments.com/ calendar_today02-10-2009 02:21:16

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Vince Jansen (@vince_r_jansen) 's Twitter Profile Photo
Vince Jansen
@vince_r_jansen

a month ago

This could have been an H1 rebalance in momentum funds into a really battered down portion of the market. Mid-caps outperforming y/y, value outperforming y/y, some emerging markets too. All of these factors on an international stage, esp in local currencies, are very strong y/y.