Charting My Interruption (CMI): “Growth in Driver’s Seat…Sort of.”


  • Large cap growth is at new highs vs value, but small cap growth is a far cry from the same milestone.
  • This divergence has been ongoing since before the bear market began in 2022.
  • Our bottom up models confirm a preference for growth over value.
  • With incremental change still inflecting positively, we are willing to look past valuation, in favor of quality growth, because this is what the market is doing.
  • We'll know when the market cares about. . .

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