Strong Secular Trends

There have been very strong secular trends in play for the last decade. So, I wanted to take a moment to highlight those for you.

The last ten years have been largely characterized by a domination of U.S. large cap growth stocks over every other major asset class.

  1. The U.S. stock market has dominated foreign markets and commodities
  2. Within the U.S. market, large cap stocks have dominated small cap stocks
  3. And within U.S. large cap, growth stocks have dominated value stocks.

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