Top Tweets for #GToV
@JaguarAnalytics What is the definition of #GToV with acronym
spelled out ? I've seen you say it over the months but don't recall it spelled out other than value rotation charts ?
No matter what the circumstances after elections, I'll tell you who is going to be standing tall and strong during chaotic market. This guy! 👇
Reason: Many of you don't realize how long this #GToV factor rotation will run its course.
Want to see more glaring examples of #GToV rotation? Reminder, 70% of Large Cap Defensive Value basket starts outperforming 6 months before the first rate cut:
$KMB Diapers, tampons, tissues
$CHD Condoms, shampoo
$PG Shaving cream, toothpaste
$PEP Soda pop, water, snacks
Full speed #GToV on display today. Portfolios positioned accordingly in "Defensive Value" are crushing it while everyone else is crying. 9 months of talking about it, if you still don't get Factor Rotation call, you will never get it.
-- $BRK.B up +34% YTD
-- $QQQ up +15% YTD
Since the start of the year, I've been talking about "Factor Rotation." #GToV Many laughed. Many probably still laugh at times. Here is a question:
In January, how many of you thought $BRK.B Warren Buffett would be up +31% YTD through August?
Factor Rotation -- About 70% of value basket starts outperforming growth basket starting from 6 months before the Fed delivers the first rate cut and this rotation continues through recession and into early part of economy recovery.
I've been on record on Spaces and in front of Jag clients repeatedly reminding everyone to not confuse this #GToV rotation to mistakenly think its somehow bullish for Russell.
Large Cap Value > Small Cap Shitcos
Berkshire Hathaway $BRK.B -- The King of Omaha still doesn't care that your beloved tech stocks continue to underperform #GToV
Factor Rotation -- About 70% of value basket starts outperforming growth basket starting from 6 months before the Fed delivers the first rate cut and this rotation continues through recession and into early part of economy recovery.
Summarizing the performance of Long Berkshire $BRK.B / Short Tech $QQQ pair trade this week so far:
-- Mon: Down -49 bps
-- Tue: Up +105 bps
-- Wed: Up +207 bps
When market crashes, Value basket barely sells off. What market rips higher, Value crushes everything else #GToV
One of these is not the same #GToV
Look at the bright side. Portfolio up +0.94% while all your beloved AI stocks keep getting hammered on daily basis #GToV
Portfolio is up +1.6% and I haven’t done anything all day #GToV
My factor rotation strategy posted a pretty good week with a gain of +2.79% vs S&P down -1.9% and Nasdaq down -3.9% #GToV
It's going to be a while before people figure out what is really happening here. I'll give a clue:
Factor Rotation.
Somewhere in Omaha … #GtoV
Please share and support if you can our new campaign to help #GetOutTheVote among EU citizens at the upcoming local and mayoral elections on 2 May. And make sure every voice can be heard at the ballot box 🗳️🗳️🗳️Read all about it here #GTOV
On International Women's Day, suffragette Kate Willoughby is launching our campaign to #GetOutTheVote - urging EU citizens in the UK to use their vote at the local elections in England and Wales, including #LondonmayoralElections #IWD2024. Find out more: https://t.co/8dgRRBVLJe
Join statewide candidates tomorrow Oct 29 to #GTOV. Rally voters and make it clear that #INDems are here to WIN.
⬇⬇⬇
10 am Allen Co.
https://t.co/Bq4UgsoyzY
3 pm at La Porte Co.
https://t.co/yC1F7XiMGD
5 pm St. Joseph Co.
https://t.co/Ukr1OQSSQU
#INSEN #Vote #ElectionDay
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