The Painter's Shift Show

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As I have been talking about on this podcast, this specter of less loose monetary policy

continues to drive the great rotation out of the momentum stocks, the overpriced stocks

that enjoyed the huge benefits of the bubble are now collapsing as the Fed has effectively

prick that bubble, not by actually tightening policy, but simply by talking about tightening

policy.

That's all it took to prick the mother of all bubbles.

But as the air is coming out, that air is flowing into the value sector of the global

markets, which have been overlooked for the entirety of the move up as people were using

those stocks as a source of funds, selling value dividend paying stocks to free up the

capital in order to invest in the momentum stocks.

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